Insights

Focused Wealth Planning KOM Wealth Management Group specializes in personalized wealth management services for high-net-worth clients, indicating opportunities to offer advanced financial planning tools, estate planning software, or premium client engagement platforms.

Mid-Sized Firm Potential With a team size of 11-50 employees and revenue ranging from 1 million to 10 million, the company represents a growth-stage business open to scalable financial solutions, innovative SaaS platforms, and targeted investment services designed for mid-sized financial advisory firms.

Technology Integration While specific technology usage details are limited, the company's emphasis on a consultative and tailored approach suggests a need for sophisticated client management and financial analysis tools to enhance service delivery and operational efficiency.

Competitive Market Operating within a highly competitive industry with large players like Charles Schwab and Fidelity, KOM Wealth Management could benefit from marketing support, brand differentiation strategies, and technology solutions that help attract affluent clients and distinguish their services.

Growth Opportunities Given their niche focus on personalized consulting in high-value wealth management, there are opportunities to introduce specialized compliance, risk management, and client acquisition solutions tailored for boutique advisory firms seeking to expand their client base and service offerings.

KOM Wealth Management Group Tech Stack

Media & News

KOM Wealth Management Group's Email Address Formats

KOM Wealth Management Group uses at least 1 format(s):
KOM Wealth Management Group Email FormatsExamplePercentage
First.Last@onekom.comJohn.Doe@onekom.com
38%
Last@onekom.comDoe@onekom.com
12%
First.Last@onekom.comJohn.Doe@onekom.com
38%
Last@onekom.comDoe@onekom.com
12%

Frequently Asked Questions

Where is KOM Wealth Management Group's headquarters located?

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KOM Wealth Management Group's main headquarters is located at 3601 E Evergreen Dr, Suite 100 Appleton, Wisconsin 54913, US. The company has employees across 2 continents, including North AmericaEurope.

What is KOM Wealth Management Group's phone number?

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You can contact KOM Wealth Management Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is KOM Wealth Management Group's official website and social media links?

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KOM Wealth Management Group's official website is onekom.com and has social profiles on LinkedIn.

What is KOM Wealth Management Group's SIC code NAICS code?

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KOM Wealth Management Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does KOM Wealth Management Group have currently?

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As of October 2025, KOM Wealth Management Group has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Founder And Financial Advisor At Kerntke Otto Mcglone Wealth Management Group: M. O.Partner And Financial Advisor: K. K.Senior Partner: J. M.. Explore KOM Wealth Management Group's employee directory with LeadIQ.

What industry does KOM Wealth Management Group belong to?

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KOM Wealth Management Group operates in the Financial Services industry.

What is KOM Wealth Management Group's email format?

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KOM Wealth Management Group's email format typically follows the pattern of First.Last@onekom.com. Find more KOM Wealth Management Group email formats with LeadIQ.

When was KOM Wealth Management Group founded?

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KOM Wealth Management Group was founded in 2007.

KOM Wealth Management Group

Financial ServicesUnited States11-50 Employees

We are an independent Registered Investment Advisory Firm offering a distinctive approach to wealth management. Together, through a consultative process, we learn the details of your unique financial picture so we can construct and deliver a tailor-made plan along with your personal financial checklist. Our experienced team of professionals fully evaluates your situation to create a personal plan that integrates your investments, tax reduction strategies, retirement income solutions, and family wealth planning. Striving to deliver practical, executable solutions is our goal.

Our founding Partners of KOM Wealth Management Group, have spent their careers helping families achieve their financial goals using a personalized, custom approach. Their broad area of expertise enables them to provide sensible guidance that spans a wide range of complex financial issues.

KOM Wealth Management Group is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

Section iconCompany Overview

Headquarters
3601 E Evergreen Dr, Suite 100 Appleton, Wisconsin 54913, US
Phone number
Website
onekom.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    KOM Wealth Management Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    KOM Wealth Management Group's revenue is estimated to be in the range of $1M$10M

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