BKD Wealth Advisors Surpasses $4 Billion in AUM
NATIONAL OFFICE – BKD Wealth Advisors, LLC (BKDWA) announced today that its assets under management and advisement (AUM) have exceeded $4 billion*. The amount has grown significantly since 2000, when BKDWA had approximately $350 million AUM.
“Reaching $4 billion in AUM is a significant achievement and a reflection of the hard work, expertise and dedication of our team,” said Jack Thurman, BKDWA managing partner. “When reflecting upon this milestone, I think most about the relationships we’ve built with each of the families we have the privilege of serving and the trust they’ve placed in us.”
Founded in 1998, BKDWA serves clients throughout the country from its 10 offices. BKDWA offers wealth management solutions for affluent individuals and families, as well as investment consulting and compliance services for institutional clients.
“We appreciate that our clients have placed their trust in us and look forward to continuing to help families envision, plan for and achieve their financial goals and dreams,” said Jeff Layman, BKDWA chief investment officer.
*For more information about how we define assets under management and advisement, view our disclosures.