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

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$11,213,155

About

WMK Investment Partners provides discretionary investment management and wealth-planning services primarily to high‑net‑worth individuals, families, small businesses, trusts and estates, while also serving individual clients. Its offerings include portfolio management across mutual funds, ETFs, individual securities and private investments, consolidated reporting, outsourced family‑office support and business consulting/succession planning.

The firm builds diversified, asset‑allocation‑driven portfolios using both fundamental and technical analysis, with at least quarterly reviews and discretionary rebalancing. It regularly evaluates alternative and private investment opportunities that may employ leverage or derivatives, and in certain separately managed accounts the firm implements borrowing or margin as part of portfolio strategy.

WMK is distinctive among similarly sized team firms for maintaining selective performance‑based or carried‑interest arrangements for certain legacy, accredited clients and for documenting the use of borrowing in managed accounts, practices that are applied selectively and with suitability considerations. The firm also provides expanded family‑office and fractional‑CFO services through an outsourced provider and discloses principals’ outside business activities and board affiliations as potential conflicts that it monitors and manages.

Client services

Portfolio management

Expertise

Private / alternative investments Real estate investing Business exit / sale strategy Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Performance-based

Performance-based fees or carried interest offered for certain legacy accounts and only for accredited clients, in lieu of asset-based fees

Other

Account minimum: $1,000 minimum annual advisory fee (may be waived at firm's discretion) Minimum fee: Minimum annual advisory fee of $1,000, may be waived at firm's discretion

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 Retirement plans for business owners (SEP, solo 401k) 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 Retirement plans for business owners (SEP, solo 401k) 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 Retirement plans for business owners (SEP, solo 401k) 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 Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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