Overview
Assets Under Management: $141 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 48
Average Client Assets: $2.5 million
Frequently Asked Questions
KEATLEY 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 #127980), KEATLEY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEATLEY WEALTH MANAGEMENT, LLC is headquartered in CHARLOTTE, NC.
KEATLEY WEALTH MANAGEMENT, LLC serves 48 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, KEATLEY WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KEATLEY WEALTH MANAGEMENT, LLC manages $141 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, KEATLEY 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: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.90%
Average Client Assets: $2.5 million
Total Client Accounts: 293
Discretionary Accounts: 293
Regulatory Filings
CRD Number: 127980
Filing ID: 1181105
Last Filing Date: 2018-03-07 11:00:00