Overview
Assets Under Management: $203 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 36
Average Client Assets: $5.4 million
Frequently Asked Questions
KEATING WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281406), KEATING WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEATING WEALTH MANAGEMENT, LLC is headquartered in DENVER, CO.
KEATING WEALTH MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated May 23, 2024. View client details ↓
According to their SEC Form ADV, KEATING WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KEATING WEALTH MANAGEMENT, LLC manages $203 million in client assets according to their SEC filing dated May 23, 2024.
According to their SEC Form ADV, KEATING WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.65%
Average Client Assets: $5.4 million
Total Client Accounts: 179
Discretionary Accounts: 179
Regulatory Filings
CRD Number: 281406
Filing ID: 1878233
Last Filing Date: 2024-05-23 12:06:00