WALTER KEENAN WEALTH MANAGEMENT

Legal name: WALTER & KEENAN WEALTH MANAGEMENT, LLC

CRD 104838File 801-22367

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$983.3M

Above cohort median (national)

Discretionary AUM

$835.8M

Non-discretionary $147.5M

Clients

158

479 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 19, 1984
Principal office: 202 S. MICHIGAN ST., SUITE 910, SOUTH BEND, IN, 46601
Phone: 574-287-5977
Website: http://www.walterandkeenan.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $983.3M
Discretionary AUM: $835.8M
Non-discretionary AUM: $147.5M
Discretionary accounts: 457
Non-discretionary accounts: 22
Total accounts: 479
AUM per client: $6.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$93.0M
Charitable organizations	10	$262.7M
High net worth individuals	94	$610.3M
Individuals (other than high net worth individuals)	50	$17.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.