Keel Wealth Management, LLC
Keel Wealth Management, LLC is an SEC-registered wealth manager with $470.0M assets under management (AUM, regulatory AUM), -16% over one year. See who owns Keel Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285682, SEC 801-108599, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $470.0M (2026-05-05)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 29
- CRD
- 285682
- Ownership
- KEEL CAPITAL, LLC; ZODIN, SCOTT, LAURENCE; JENNE, ELIZABETH; WOLF, WILLIAM, HOWARD; ZODIN, ELIZABETH, JENNE
How much AUM does Keel Wealth Management, LLC have?
Keel Wealth Management, LLC reported $470.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Keel Wealth Management, LLC?
Disclosed owners and executives of Keel Wealth Management, LLC include KEEL CAPITAL, LLC, ZODIN, SCOTT, LAURENCE, JENNE, ELIZABETH, WOLF, WILLIAM, HOWARD, ZODIN, ELIZABETH, JENNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.