|
⚲
|
| Keel Wealth Management LLC
✚
| |
|---|---|
| CRD # | 285682 |
| SEC # | 801-108599 |
| CIK # | |
| AUM | $449.0 MM (2024-03-05) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 512-368-4666 |
| Address | 1510 Windsor Rd Austin, TX 78703 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 6.0 |
| (b) Individuals (high net worth individuals) | 12 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 300.0 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 449.0 |
| By Discretionary | ||
| Discretionary | 80 | 84.0 |
| Non-Discretionary | 15 | 365.0 |
| Total | 95 | 449.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.0 | |
| Total | 95 | 449.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Volaris Capital Management LLC
✚
|
NJ | 0.5 |
|
Wealth Planning Corp
✚
|
OH | 0.5 |
|
Atlantic Edge Private Wealth Management LLC
✚
|
FL | 0.5 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
FMB Wealth Management
✚
|
CA | 0.5 |
|
IAS Wealth Management Inc
✚
|
TX | 0.4 |
|
Asset Planning Inc
✚
|
CA | 0.4 |
|
Ariadne Wealth Management LP
✚
|
CA | 0.4 |
|
Richardson Capital Management LLC
✚
|
WI | 0.4 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.4 |