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KMH WEALTH MANAGEMENT, LLC

UUIDebaf8b4b-303a-5f54-8a63-ea175b4ebb82
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 111610 111610 1.0
sec_file_number 801-55234 801-55234

Profile

Websitehttps://kellerwealthadvisors.com
HQ CityVICTORIA
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • KELLER WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)824,730,230.0
  • RAUM (discretionary)810,824,471.0
  • Actionable assets709,354,705.0
  • Accounts1,259.0

Institutional Clients

  • Government AUM
  • Pension AUM6,597,853.0
  • Charitable AUM31,687,987.0
  • HNW AUM667,911,610.0

As of 2025-03-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.