← Back to searchVisit website
WALTER KEENAN WEALTH MANAGEMENT
WALTER & KEENAN WEALTH MANAGEMENT, LLC
CRD 104838 · SEC 801-22367
202 S. MICHIGAN ST., SUITE 910, SOUTH BEND, IN, 46601, United States
Phone
574-287-5977
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$983.3M
Discretionary AUM
$835.8M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $17.3M |
| High net worth individuals | 94 | $610.3M |
| Charitable organizations | 10 | $262.7M |
| Corporations/business entities | 4 | $93.0M |
States served
GA, IN, MI, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD