BKD Wealth Advisors Surpasses $4 Billion in Assets Under Management and Advisement

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BKD Wealth Advisors, LLC (BKDWA) announced today that its assets under management and advisement (AUM) have exceeded $4 billion.

"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,” said Jack Thurman, BKDWA managing partner.

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.

About BKD
BKD CPAs & Advisors wants to earn your trust. If you’re looking for solid tax, audit or consulting advice—or a blend of it all—our expertise can help simplify your life. Our more than 2,710 dedicated professionals provide solutions for clients in all 50 states and internationally, combining the insight and ideas of thought leaders in multiple industries. Everyone needs a trusted advisor. Who’s yours? Learn more at bkd.com.

BKD Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of BKD, LLP, offering wealth management solutions for affluent individuals and families and investment consulting and compliance services for institutional clients. Learn more about BKDWA and read important disclosure information at bkdwa.com.

*For more information about how we define assets under management and advisement, view our disclosures.

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Amanda Hildebrandt
@BKDLLP
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