Michael Jay Rochman
Investment adviser representative at Wmk Investment Partners
10 yearsExperience
1 stateRegistered in
$211MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wmk Investment PartnersNov 2025 to now
- Wmki Group LLCNov 2025 to now
- Volta Energy TechnologiesJun 2019 to now
- Gbr ConsultingFeb 2018 to Nov 2025
- Lbp Manufacturing LLCMar 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wmk Investment Partners
Legal name: Wmki Group LLC
$211MAssets managed
21Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5132264
- Firm CRD
- 309832