KEATLEY WEALTH MANAGEMENT, LLC
KEATLEY WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 127980). Regulatory assets under management: $152.9M.
Registration
- CRD: 127980
- SEC file number: 801-111711
- Type: Registered investment adviser
- 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 | — |
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