KEEL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285682
- Registered since
- November 4, 2016
- Website
- keelwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses53.98%
- HNWI32.98%
- Individuals12.77%
- Charitable Organizations0.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Keel Wealth Management, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2016. The firm serves a mix of individual and family clients alongside institutional relationships, and its stated advisory activity centers on portfolio management for individuals and small businesses. Compensation is a blend of percentage-of-AUM fees and fixed fees. The firm is not positioned as a capital allocator or a manager of third-party alternative funds, and it does not identify as an active ESG investor. Keel Wealth appears focused on delivering traditional advisory and portfolio-management services rather than manager-of-managers or pension-consulting work.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds35%
- US Government Bonds30%
- Exchange Traded Equities25%
- Cash & Cash Equivalents10%
Contacts
1 of 1SCOTT ZODIN
FounderCRD 1790609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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