KEEL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 285682). Regulatory assets under management: $470.0M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Elizabeth Jenne Zodin | MANAGING MEMBER | — |
| Scott Laurence Zodin | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| WOLF WILLIAM HOWARD | CHIEF COMPLIANCE OFFICER | — |
| JENNE ELIZABETH | MANAGING MEMBER | — |
| ZODIN SCOTT LAURENCE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| ZODIN ELIZABETH JENNE | MANAGING MEMBER | — |