Key facts
- WALTER KEENAN WEALTH MANAGEMENT is a other based in SOUTH BEND, IN.
- WALTER KEENAN WEALTH MANAGEMENT reports $2.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 104838- Regulatory AUM
- $2.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- SOUTH BEND, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WALTER & KEENAN WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WALTER KEENAN WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WALTER KEENAN WEALTH MANAGEMENT's AUM?
- WALTER KEENAN WEALTH MANAGEMENT manages approximately $2.3M in assets.