Investment adviser · CRD 111610
KELLER WEALTH ADVISORS
Investment adviser filing (IA)
KMH WEALTH MANAGEMENT, LLC
VICTORIA, TX, United States · Form ADV filed Mar 15, 2026
- Regulatory AUM
- $923M Form ADV · Item 5.F
- Client accounts
- 1,328 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 151 | $764,616,265 | 82.8% |
| Individuals | 392 | $114,903,218 | 12.4% |
| Charities | 7 | $35,502,720 | 3.8% |
| Retirement plans | Fewer than 5 | $7,328,018 | 0.8% |
| Corporations & businesses | Fewer than 5 | $707,170 | 0.1% |
Filing source
Form ADV 2061716 · Mar 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
101 SOUTH MAIN ST. SUITE 300VICTORIA, TX, 77901-8142, United States
CRD 111610
Filing source
Form ADV 2061716 · Mar 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.