Overview
Assets Under Management: $557 million
High-Net-Worth Clients: 15
Average Client Assets: $10 million
Frequently Asked Questions
KEEL 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 #285682), KEEL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEEL WEALTH MANAGEMENT, LLC serves 15 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, KEEL WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
KEEL WEALTH MANAGEMENT, LLC manages $557 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, KEEL WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.82
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 105
Discretionary Accounts: 90
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 285682
Last Filing Date: 2025-02-12 00:00:00
Website: https://keelwealth.com