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KEEL WEALTH MANAGEMENT, LLC
CRD 285682 · SEC 801-108599
TX, United States
Phone
512-368-4666
Fax
512-367-5659
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$470.0M
Discretionary AUM
$80.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Portfolio management (individuals)FIXED INCOME CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $60.0M |
| High net worth individuals | 15 | $155.0M |
| Corporations/business entities | 6 | $253.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD