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KEEN WEALTH ADVISORS
Legal name: KWMG, LLC
CRD 170293File 801-79725
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $654K
Clients
1,018
2,916 accounts
Employees
30
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 23, 2014
- Principal office
- 7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK, KS, 66210
- Phone
- (913) 624-1841
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $654K
- Discretionary accounts
- 2,914
- Non-discretionary accounts
- 2
- Total accounts
- 2,916
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $552K |
| Charitable organizations | Fewer than 5 | $5.3M |
| High net worth individuals | 404 | $999.7M |
| Pension and profit sharing plans | Fewer than 5 | $2.6M |
| Individuals (other than high net worth individuals) | 610 | $225.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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.