WALTER & KEENAN WEALTH MANAGEMENT, LLC
Legal name: WALTER KEENAN WEALTH MANAGEMENT
CRD #104838 SEC #801-22367 SOUTH BEND, IN 574-287-5977
SEC Registered
Total AUM
$844.6M
Discretionary
$721M
Employees
6
Clients
1
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $844.6M | $721M | $123.6M | 6 | 0 |
| Mar 2025 | $844.6M | $721M | $123.6M | 6 | 0 |
| Feb 2024 | $767.1M | $604.3M | $162.8M | 4 | 0 |
| Nov 2023 | $717.5M | $569M | $148.5M | 4 | 0 |
| Mar 2023 | $717.5M | $569M | $148.5M | 4 | 0 |
| Mar 2022 | $771.2M | $590.2M | $181M | 4 | 0 |
| Oct 2021 | $604.5M | $467.4M | $137.1M | 5 | 0 |
| Jul 2021 | $604.5M | $467.4M | $137.1M | 5 | 0 |
| Jul 2021 | $604.5M | $467.4M | $137.1M | 5 | 0 |
| Jul 2021 | $604.5M | $467.4M | $137.1M | 5 | 0 |
| May 2021 | $604.5M | $467.4M | $137.1M | 5 | 0 |
| Mar 2021 | $604.5M | $467.4M | $137.1M | 5 | 0 |
| Jun 2020 | $552.2M | $527M | $25.2M | 4 | 0 |
| Mar 2020 | $552.2M | $527M | $25.2M | 4 | 0 |
| May 2019 | $360.7M | $360.7M | $0 | 4 | 0 |
| Mar 2019 | $441.2M | $360.7M | $80.5M | 4 | 0 |
| Mar 2018 | $387.3M | $387.3M | $0 | 4 | 0 |
| Sep 2017 | $339.3M | $339.3M | $0 | 4 | 26 |
| May 2017 | $339.3M | $339.3M | $0 | 4 | 26 |
| Mar 2017 | $339.3M | $339.3M | $0 | 4 | 26 |
| Mar 2016 | $315M | $315M | $0 | 4 | 26 |
| Mar 2015 | $323.4M | $323.4M | $0 | 4 | 26 |
| Mar 2014 | $337.8M | $337.8M | $0 | 4 | 200 |
| Mar 2013 | $286.9M | $286.9M | $0 | 4 | 200 |
| Mar 2012 | $254.6M | $254.6M | $0 | 1 | 200 |
| Mar 2010 | $235.6M | $235.6M | $0 | 5 | -- |
| Mar 2008 | $275.4M | $275.4M | $0 | 5 | -- |
| Mar 2007 | $450M | $450M | $0 | 5 | -- |
| Mar 2006 | $442.7M | $442.7M | $0 | 5 | -- |
| Mar 2006 | $442.7M | $442.7M | $0 | 5 | -- |
| Sep 2005 | $459.6M | $459.6M | $0 | 5 | -- |
| Mar 2004 | $436.7M | $436.7M | $0 | 5 | -- |
DateOct 2025
Total AUM$844.6M
Discretionary$721M
Non-Disc.$123.6M
Employees6
Clients0
DateMar 2025
Total AUM$844.6M
Discretionary$721M
Non-Disc.$123.6M
Employees6
Clients0
DateFeb 2024
Total AUM$767.1M
Discretionary$604.3M
Non-Disc.$162.8M
Employees4
Clients0
DateNov 2023
Total AUM$717.5M
Discretionary$569M
Non-Disc.$148.5M
Employees4
Clients0
DateMar 2023
Total AUM$717.5M
Discretionary$569M
Non-Disc.$148.5M
Employees4
Clients0
DateMar 2022
Total AUM$771.2M
Discretionary$590.2M
Non-Disc.$181M
Employees4
Clients0
DateOct 2021
Total AUM$604.5M
Discretionary$467.4M
Non-Disc.$137.1M
Employees5
Clients0
DateJul 2021
Total AUM$604.5M
Discretionary$467.4M
Non-Disc.$137.1M
Employees5
Clients0
DateJul 2021
Total AUM$604.5M
Discretionary$467.4M
Non-Disc.$137.1M
Employees5
Clients0
DateJul 2021
Total AUM$604.5M
Discretionary$467.4M
Non-Disc.$137.1M
Employees5
Clients0
DateMay 2021
Total AUM$604.5M
Discretionary$467.4M
Non-Disc.$137.1M
Employees5
Clients0
DateMar 2021
Total AUM$604.5M
Discretionary$467.4M
Non-Disc.$137.1M
Employees5
Clients0
DateJun 2020
Total AUM$552.2M
Discretionary$527M
Non-Disc.$25.2M
Employees4
Clients0
DateMar 2020
Total AUM$552.2M
Discretionary$527M
Non-Disc.$25.2M
Employees4
Clients0
DateMay 2019
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$441.2M
Discretionary$360.7M
Non-Disc.$80.5M
Employees4
Clients0
DateMar 2018
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees4
Clients26
DateMay 2017
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$337.8M
Discretionary$337.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2010
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$442.7M
Discretionary$442.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$442.7M
Discretionary$442.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$459.6M
Discretionary$459.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$436.7M
Discretionary$436.7M
Non-Disc.$0
Employees5
Clients--