WMK Investment Partners

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Client assets under management

$123,344,700

Clients

100% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$11,213,155

About

WMK Investment Partners provides investment advisory and comprehensive wealth‑planning services to high‑net‑worth individuals, families, small businesses, trusts and estates. The firm offers discretionary portfolio management, consolidated reporting and outsourced family‑office services through Family Office Resource Group, and also provides business consulting and succession planning on a separate engagement basis.

WMK constructs portfolios using mutual funds, ETFs, private investments, bonds and cash, with regular monitoring and quarterly rebalancing guided by client risk profiles and financial goals. For certain legacy relationships and accredited clients the firm may use incentive or performance‑based fee arrangements and, where suitable, may employ borrowing or margin in managed accounts and private funds; these practices and associated risks are disclosed in the firm’s policies.

Compared with many peers, WMK manages sizable regulatory assets for a very small number of client relationships, reflecting a more family‑office, multi‑generational service model that includes fractional CFO and OCIO‑type oversight. The firm recently transitioned to SEC registration and discloses side‑by‑side management procedures and allocation policies intended to address conflicts that arise when performance‑based accounts and asset‑based accounts are managed concurrently.

Client services

Portfolio management

Expertise

Private / alternative investments Real estate investing Business exit / sale strategy Wealth management General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

Negotiable, up to 1.50% annually based on assets under management, account size, complexity, activity, and other factors.

Performance-based

Offered for certain legacy accounts and only to accredited clients; fees based on incentive or performance-based arrangements, calculated on appreciation or relative performance to benchmark.

Other

Minimum fee: Minimum annual advisory fee of $1,000, may be waived at firm's discretion. Fee-only: Investment advisory fees based on AUM; no commissions charged.

Main office location

WMK Investment Partners

Denver CO, United States

Number of offices

Most active in

Colorado · Florida · Nebraska · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (818) 804-1508

Advisors at this firm

Patricia G

Series 63, Series 65

Denver, CO

WMK Investment Partners

Patricia Gallagher is a financial advisor with WMK Investment Partners in Denver, CO, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Rockshore Wealth Partners, True West LLC, and Fidelity Investments. WMK Investment Partners is an SEC-registered investment adviser serving high-net-worth individuals, families, small businesses, trusts, and estates. The firm offers discretionary portfolio management, comprehensive wealth-planning, and family office–type services, incorporating strategic asset allocation and a range of investment options tailored to client profiles.

Private / alternative investments Real estate investing Business exit / sale strategy Wealth management General estate planning guidance Founder/Business Owner Executive

Kevin A

Series 63, Series 65, Series 66

Denver, CO

WMK Investment Partners

Kevin Alpert is a financial advisor at WMK Investment Partners in Denver, CO, holding Series 63, 65, and 66 licenses. He has prior experience at Rockshore Wealth Partners, Amynta Group, and GM Financial, totaling over a decade in financial services. WMK Investment Partners is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth-planning services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm offers family office–type services and constructs investment programs based on client profiles, with options including mutual funds, ETFs, individual securities, and alternative strategies for qualifying clients.

Private / alternative investments Real estate investing Business exit / sale strategy Wealth management General estate planning guidance Founder/Business Owner Executive

William K

CFA®

Denver, CO

WMK Investment Partners

William Knowles is a CFA® charterholder with five years of industry experience, currently serving at WMK Investment Partners in Denver, CO. His prior roles include positions at WMKI Group LLC, Maroone USA, and BMGI. He also serves as the Chief Operating Officer of a privately held company that invests primarily in automotive retail dealerships. WMK Investment Partners is an SEC-registered adviser providing discretionary portfolio management and wealth-planning services to high-net-worth individuals, families, and small businesses. The firm offers comprehensive wealth services, including family office support and business consulting, with investment programs tailored through strategic asset allocation and regular portfolio reviews.

Private / alternative investments Real estate investing Business exit / sale strategy Wealth management General estate planning guidance Founder/Business Owner Executive

Michael R

Series 63, Series 65

Denver, CO

WMK Investment Partners

Michael Rochman is an advisor at WMK Investment Partners with Series 63 and Series 65 credentials. He has prior experience as a principal and investment committee member at Volta Energy Technologies, a venture capital firm. WMK Investment Partners is an SEC-registered investment adviser serving high-net-worth individuals, families, small businesses, trusts, and estates with discretionary portfolio management and comprehensive wealth-planning services. The firm offers consolidated reporting, family office–type services, and customized investment programs that include traditional and alternative strategies.

Private / alternative investments Real estate investing Business exit / sale strategy Wealth management General estate planning guidance Founder/Business Owner Executive

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