Wealth Manager
    SEC Registered
    Manages Private Funds

    Keen Wealth Advisors

    Registered investment advisor · Overland Park, Kansas · CRD #170293

    Assets Under Management
    $1.2B
    Client Accounts
    2,916
    Employees
    30
    CRD Number
    170293
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Keen Wealth Advisors

    Keen Wealth Advisors is a registered investment advisory firm based in Overland Park, KS, specializing in retirement planning and investment management. It has 11-50 employees and manages substantial portfolios.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Keen Wealth Advisors

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    Frequently Asked Questions

    What is Keen Wealth Advisors's AUM?

    Keen Wealth Advisors reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Keen Wealth Advisors headquartered?

    Keen Wealth Advisors is headquartered in Overland Park, Kansas.

    What is Keen Wealth Advisors's CRD number?

    Keen Wealth Advisors's CRD number is 170293. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Keen Wealth Advisors manage?

    Keen Wealth Advisors manages approximately 2,916 client accounts according to its latest SEC filing.

    Is Keen Wealth Advisors SEC registered?

    Yes, Keen Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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