KELLER WEALTH ADVISORS

KMH WEALTH MANAGEMENT, LLC

CRD 111610 · SEC 801-55234

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101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX, 77901-8142, United States

Phone

361-573-4383

Fax

361-573-1168

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$923.1M

Discretionary AUM

$905.1M

Team

10 total employees; 8 advisory reps; 3 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	392	$114.9M
High net worth individuals	151	$764.6M
Pension/profit sharing plans	4	$7.3M
Charitable organizations	7	$35.5M
Corporations/business entities	2	$707K

States served

CO, TX, FL

All web addresses on file

https://facebook.com/kellerwealthadvisors
https://kellerwealthadvisors.com
https://www.linkedin.com/company/kellerwealthadvisors/

Official SEC filing: View on IAPD