← Tributary

KELLER WEALTH ADVISORS

VICTORIA, TX · CRD 111610 · IAPD ↗ · 361-573-4383

$923.1MRegulatory AUM
8Advisory reps
10Employees
3Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2024 — KELLER WEALTH ADVISORS changed its website from kmhwealth.com to kellerwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2024 — KMH WEALTH MANAGEMENT, LLC is now doing business as KELLER WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.