Wealth Manager
    SEC Registered
    Manages Private Funds

    Walter Keenan Wealth Management

    Registered investment advisor · South Bend, Indiana · CRD #104838

    Assets Under Management
    $983M
    Client Accounts
    479
    Employees
    7
    CRD Number
    104838
    Registration
    SEC Registered
    Custodian
    Charles Schwab Corporation, Bny Mellon

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

    About Walter Keenan Wealth Management

    Walter Keenan Wealth Management is an independent investment advisory firm established in 2021, offering personalized financial planning and investment services to high net worth individuals. They focus on customized, comprehensive wealth management strategies.

    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 Walter Keenan Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Walter Keenan Wealth Management's AUM?

    Walter Keenan Wealth Management reports approximately $983M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Walter Keenan Wealth Management headquartered?

    Walter Keenan Wealth Management is headquartered in South Bend, Indiana.

    What is Walter Keenan Wealth Management's CRD number?

    Walter Keenan Wealth Management's CRD number is 104838. 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 Walter Keenan Wealth Management manage?

    Walter Keenan Wealth Management manages approximately 479 client accounts according to its latest SEC filing.

    Is Walter Keenan Wealth Management SEC registered?

    Yes, Walter Keenan Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Indiana

    40/86 Advisors, Inc.
    Carmel, IN · $30.5B AUM
    Oneamerica Asset Management, LLC
    Indianapolis, IN · $24.4B AUM
    Oxford Financial Group, Ltd
    Carmel, IN · $23.3B AUM
    Sapient Capital LLC
    Indianapolis, IN · $13.8B AUM
    Valeo Financial Advisors, LLC
    Carmel, IN · $13B AUM
    Shepherd Financial Investment Advisory LLC
    Carmel, IN · $6.2B AUM
    See all top RIA firms in Indiana →

    Research firms like Walter Keenan Wealth Management at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial