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KEATING WEALTH MANAGEMENT, LLC

DENVER, CO · CRD 281406 · IAPD ↗ · (720) 408-5250

$202.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — KEATING WEALTH MANAGEMENT, LLC (DENVER, CO) left the SEC roster (was $202.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
February 2024 — KEATING WEALTH MANAGEMENT, LLC reported RAUM up 34% ($150.9M -> $202.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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