← Tributary

KEEN WEALTH ADVISORS

OVERLAND PARK, KS · CRD 170293 · IAPD ↗ · (913) 624-1841

$1.23BRegulatory AUM
30Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — KEEN WEALTH ADVISORS grew from 24 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — KEEN WEALTH ADVISORS crossed $1B in regulatory AUM ($914.9M -> $1.04B).
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.