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KEB WEALTH ADVISORS

SPRINGFIELD, IL · CRD 117935 · IAPD ↗ · kebcpa.com · (217) 789-0960

$1.27BRegulatory AUM
13Advisory reps
17Employees
27Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
December 2025 — KEB WEALTH ADVISORS notice-filed in CA, NE, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2025 — KEB WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
February 2025 — KEB WEALTH ADVISORS crossed $1B in regulatory AUM ($933.4M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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