# WALTER & KEENAN WEALTH MANAGEMENT, LLC

WALTER & KEENAN WEALTH MANAGEMENT, LLC of SOUTH BEND, IN is an SEC-registered investment adviser.

## Registration

- CRD: 104838
- Type: SEC-registered investment adviser
- SEC file number: 801-22367
- Location: 202 S. MICHIGAN ST., SUITE 910, SOUTH BEND, IN, 46601
- Phone: 574-287-5977
- Latest filing: 2026-03-27
- Regulatory AUM: $983.3M
- Discretionary AUM: $835.8M
- Non-discretionary AUM: $147.5M
- Clients: 7
- Accounts: 479

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James F Keenan | OWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | SOUTH BEND, IN |
| James Arthur Sawdon | OWNER | — |
| Daniel William Wolfson | OWNER | — |
| KEENAN JAMES F | OWNER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Sawdon James Arthur | OWNER | — |
| WOLFSON DANIEL WILLIAM | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104838/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104838/similar
- Related entities: https://search.stillhousedata.com/firm/104838/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104838

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.