BKM Wealth Management, LLC Privacy Notice
BKM Wealth Management, LLC is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the non-public financial information obtained by BKM Wealth Management, LLC in connection with carrying out our services.

Information We Collect
BKM Wealth Management, LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information BKM Wealth Management, LLC collects may include:
• Information BKM Wealth Management, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets, and income);
• Information you provide BKM Wealth Management, LLC directly about your personal finances or personal circumstances or which BKM Wealth Management, LLC may receive from brokerage statements or other information you authorize BKM Wealth Management, LLC to receive.

Information Disclosed in Administering Products and Services
BKM Wealth Management, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. BKM Wealth Management, LLC does not sell any personal information about you to any third-party. BKM Wealth Management, LLC will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information
BKM Wealth Management, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, BKM Wealth Management, LLC maintains physical, electronic, and procedural safeguards to guard your non-public personal information.
BKM Wealth Management, LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that BKM Wealth Management, LLC conducts business in a way that fulfills our commitment to you. If BKM Wealth Management, LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

11/2022