WEALTH KEEPERS

WEALTH KEEPERS is an SEC-registered investment adviser (CRD 168008). Regulatory assets under management: $335K.

Registration

• CRD: 168008
• Type: Registered investment adviser
• Phone: 512-590-9600
• Latest filing: 2024-01-22
• Regulatory AUM: $335K
• Non-discretionary AUM: $335K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168008 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search