Keel Wealth Management, LLC
● SEC registered since 2016CRD 285682SEC# 801-108599
Reg. AUM
$470M
Employees
1
Accounts
89
Location
—
Keel Wealth Management, LLC assets under management
Keel Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2016. It reports $470 million in regulatory assets under management and employs 1 people.
Keel Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keel Capital, LLC | Member Owner | Over 75% | 2016 |
| Scott Laurence Zodin Control | Chief Compliance Officer, Chief Investment Officer | 50-75% | 2016 |
| Elizabeth Jenne Zodin Control | Managing Member | Over 75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Keel Wealth Management, LLC manage?
Keel Wealth Management, LLC reports $470 million in regulatory assets under management on its Form ADV.
How many employees does Keel Wealth Management, LLC have?
Keel Wealth Management, LLC reports 1 employees.
Does Keel Wealth Management, LLC disclose fund performance?
Keel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-368-4666 |
| Fax | 512-367-5659 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$470M▼ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$470Mregulatory AUM
Discretionary $80.1MNon-discretionary $389.9M