Keller Wealth Management LLC
RIAState Registered
Total AUM
$5.5M
Discretionary
$5.5M
99% of AUM
Avg account
$65.1K
Accounts
85
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311986
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Keller Wealth Management LLC is an independent, privately owned registered investment adviser serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines an asset-based advisory charge with hourly billing for certain engagements. Keller reports it is not an active ESG investor, and filings identify it as an independent RIA rather than a capital allocator or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities40%
- Non-Exchange Traded Equities40%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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