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KEB WEALTH ADVISORS
KEB ASSET MANAGEMENT, LLC
CRD 117935 · SEC 801-62965
3200 ROBBINS ROAD, SUITE 200A, SPRINGFIELD, IL, 62704, United States
Phone
(217) 789-0960
Fax
(217) 789-2822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.20B
Team
17 total employees; 13 advisory reps; 27 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 318 | $93.3M |
| High net worth individuals | 344 | $1.15B |
| Pension/profit sharing plans | 21 | $7.1M |
| Charitable organizations | 2 | $773K |
| Corporations/business entities | 11 | $23.2M |
States served
AZ, CA, IL, IN, KS, LA, MI, MN, NE, NC, PR, SC, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD