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Building 2KEEL WEALTH MANAGEMENT, LLC

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Phone512-368-4666
NotebookSEC #801-108599
Total AUM
$470M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-368-4666

ReceiptFinancials

Total AUM
$470M
Accounts
89
Discretionary
$80.1M
Accounts
75
Non-Discretionary
$389.9M
Accounts
14

ContactClients

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Individual Clients
8
AUM
$60M
HNW Individual Clients
15
AUM
$155M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
6
AUM
$253.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
FIXED INCOME CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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