Keeler Thomas Management LLC
Keeler Thomas Management LLC is an SEC-registered wealth manager in Orem, UT with $305.5M assets under management (AUM, regulatory AUM), -19% over one year. See who owns Keeler Thomas Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109522, SEC 801-100354, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $305.5M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Orem, UT
- Employees
- 12
- Clients
- 132
- CRD
- 109522
- Ownership
- UNICE, CHARLES, JOSEPH; JONES, RICHARD, KEELER; UNICE, JOHN, LEONARD; JONES, ADAM, KEELER; GARRETT, GERALD, THOMAS
How much AUM does Keeler Thomas Management LLC have?
Keeler Thomas Management LLC reported $305.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Keeler Thomas Management LLC?
Disclosed owners and executives of Keeler Thomas Management LLC include UNICE, CHARLES, JOSEPH, JONES, RICHARD, KEELER, UNICE, JOHN, LEONARD, JONES, ADAM, KEELER, GARRETT, GERALD, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.