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| Walter & Keenan Wealth Management LLC
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|---|---|
| CRD # | 104838 |
| SEC # | 801-22367 |
| CIK # | |
| AUM | 983.3 M (2026-03-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 574-287-5977 |
| Address | 202 S Michigan St South Bend, IN 46601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 17.3 |
| (b) Individuals (high net worth individuals) | 94 | 610.3 |
| (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 | 10 | 262.7 |
| (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 | 4 | 93.0 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 983.3 |
| By Discretionary | ||
| Discretionary | 457 | 835.8 |
| Non-Discretionary | 22 | 147.5 |
| Total | 479 | 983.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 981.0 | |
| Total | 479 | 983.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Terril Brothers Inc
✚
|
MO | 987.8 M |
|
BCS Financial LLC
✚
|
TN | 987.4 M |
|
Oneascent Investment Solutions LLC
✚
|
AL | 987.2 M |
|
Ellis Investment Partners LLC
✚
|
PA | 986.8 M |
|
Concentrum Wealth Management Inc
✚
|
CA | 986.8 M |
|
Pacific Sage Partners LLC
✚
|
WA | 986.3 M |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 985.6 M |
|
The Rice Partnership LLC
✚
|
HI | 985.5 M |
|
Nuance Investments LLC
✚
|
MO | 984.3 M |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 981.9 M |