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KELLER WEALTH ADVISORS
Legal name: KMH WEALTH MANAGEMENT, LLC
CRD 111610File 801-55234
APPROVED
Retail clients
Custody
Filing as of Mar 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$923.1M
Above cohort median (national)
Discretionary AUM
$905.1M
Non-discretionary $18.0M
Clients
556
1,328 accounts
Employees
10
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 6, 1998
- Principal office
- 101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX, 77901-8142
- Phone
- 361-573-4383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $923.1M
- Discretionary AUM
- $905.1M
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 1,151
- Non-discretionary accounts
- 177
- Total accounts
- 1,328
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $707K |
| Charitable organizations | 7 | $35.5M |
| High net worth individuals | 151 | $764.6M |
| Pension and profit sharing plans | Fewer than 5 | $7.3M |
| Individuals (other than high net worth individuals) | 392 | $114.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- 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 11This 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.