# KEATLEY WEALTH MANAGEMENT, LLC

KEATLEY WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 127980
- Type: SEC-registered investment adviser
- SEC file number: 801-111711
- Location: 7615 COLONY ROAD, SUITE 120, CHARLOTTE, NC, 28226
- Phone: 704-540-5535
- Latest filing: 2019-03-05
- Regulatory AUM: $152.9M
- Discretionary AUM: $152.9M
- Clients: 5
- Accounts: 341

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| KEATLEY KAREN R | PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| MARTELLA JENNY INGRAHAM | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127980/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127980/similar
- Related entities: https://search.stillhousedata.com/firm/127980/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127980

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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.