← Tributary

KEEL WEALTH MANAGEMENT, LLC

· CRD 285682 · IAPD ↗ · 512-368-4666

$470.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — KEEL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($449.0M -> $557.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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