KELLER WEALTH MANAGEMENT LLC

KELLER WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 311986). Regulatory assets under management: $5.5M.

Registration

• CRD: 311986
• Type: Registered investment adviser
• Phone: 201-787-9487
• Latest filing: 2026-06-02
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Non-discretionary AUM: $63K
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly.

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 311986 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search