KEEN WEALTH ADVISORS

KWMG, LLC

CRD 170293 · SEC 801-79725

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7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK, KS, 66210, United States

Phone

(913) 624-1841

Fax

(913) 701-3070

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.23B

Discretionary AUM

$1.23B

Team

30 total employees; 30 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	610	$225.3M
High net worth individuals	404	$999.7M
Pension/profit sharing plans	1	$2.6M
Charitable organizations	2	$5.3M
Corporations/business entities	1	$552K

States served

AK, AZ, AR, CA, CO, GA, IL, IA, KS, LA, MD, MI, MN, NE, NC, OH, OK, TN, VA, MO, WA, TX, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/18693072/
HTTPS://WWW.LINKEDIN.COM/IN/BILL-KEEN-CRPC%C2%AE-B3536830
HTTPS://WWW.FACEBOOK.COM/KEENWEALTHADVISORS/
HTTPS://WWW.KEENWEALTHADVISORS.COM
https://vimeo.com/user92791065
https://www.youtube.com/@keenwealthadvisors/featured

Official SEC filing: View on IAPD