KEENAN PRIVATE WEALTH MANAGEMENT

KEENAN PRIVATE WEALTH MANAGEMENT of NEW YORK, NY is an SEC-registered investment adviser (CRD 118174). Regulatory assets under management: $8.5M.

Registration

• CRD: 118174
• Type: Registered investment adviser
• Location: 535 5TH AVENUE, NEW YORK, NY, 10017
• Phone: 646-274-1266
• Latest filing: 2026-03-19
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 2
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search