KMH WEALTH MANAGEMENT, LLC
Legal name: KELLER WEALTH ADVISORS
CRD #111610 SEC #801-55234 VICTORIA, TX 361-573-4383
SEC Registered
Total AUM
$824.7M
Discretionary
$810.8M
Employees
12
Clients
251
Accounts
1,259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $824.7M | $810.8M | $13.9M | 12 | 5 |
| Oct 2024 | $703.9M | $692.6M | $11.3M | 12 | 8 |
| Mar 2024 | $703.9M | $692.6M | $11.3M | 12 | 8 |
| Mar 2023 | $607M | $598.3M | $8.7M | 11 | 13 |
| Sep 2022 | $650.8M | $639.4M | $11.4M | 12 | 14 |
| Mar 2022 | $650.8M | $639.4M | $11.4M | 12 | 14 |
| Aug 2021 | $569.3M | $558.2M | $11.1M | 10 | 8 |
| Mar 2021 | $569.3M | $558.2M | $11.1M | 8 | 8 |
| Dec 2020 | $508.6M | $499.8M | $8.8M | 8 | 6 |
| Jun 2020 | $508.6M | $499.8M | $8.8M | 9 | 6 |
| Jun 2020 | $508.6M | $499.8M | $8.8M | 9 | 6 |
| May 2020 | $508.6M | $499.8M | $8.8M | 9 | 6 |
| Mar 2020 | $508.6M | $499.8M | $8.8M | 9 | 6 |
| Sep 2019 | $420.2M | $405.5M | $14.8M | 9 | 2 |
| Mar 2019 | $420.2M | $405.5M | $14.8M | 9 | 2 |
| Oct 2018 | $385.5M | $369.9M | $15.6M | 9 | 0 |
| Mar 2018 | $385.5M | $369.9M | $15.6M | 9 | 0 |
| Apr 2017 | $320.4M | $304.7M | $15.7M | 10 | 300 |
| Mar 2017 | $320.4M | $304.7M | $15.7M | 10 | 300 |
| Nov 2016 | $285.2M | $269M | $16.2M | 7 | 300 |
| Mar 2016 | $285.2M | $269M | $16.2M | 7 | 300 |
| Mar 2015 | $269.7M | $252.6M | $17.1M | 7 | 300 |
| Mar 2014 | $223.2M | $205.7M | $17.5M | 7 | 300 |
| Mar 2013 | $188.2M | $154.4M | $33.8M | 7 | 200 |
| Jun 2012 | $159.5M | $144.4M | $15.1M | 6 | 197 |
| Mar 2012 | $159.5M | $144.4M | $15.1M | 6 | 197 |
| Mar 2007 | $110.9M | $0 | $110.9M | 10 | -- |
| Sep 2005 | $85.3M | $0 | $85.3M | 10 | -- |
| Mar 2004 | $80.7M | $0 | $80.7M | 10 | -- |
| Apr 2002 | $77.5M | $0 | $77.5M | 10 | -- |
DateMar 2025
Total AUM$824.7M
Discretionary$810.8M
Non-Disc.$13.9M
Employees12
Clients5
DateOct 2024
Total AUM$703.9M
Discretionary$692.6M
Non-Disc.$11.3M
Employees12
Clients8
DateMar 2024
Total AUM$703.9M
Discretionary$692.6M
Non-Disc.$11.3M
Employees12
Clients8
DateMar 2023
Total AUM$607M
Discretionary$598.3M
Non-Disc.$8.7M
Employees11
Clients13
DateSep 2022
Total AUM$650.8M
Discretionary$639.4M
Non-Disc.$11.4M
Employees12
Clients14
DateMar 2022
Total AUM$650.8M
Discretionary$639.4M
Non-Disc.$11.4M
Employees12
Clients14
DateAug 2021
Total AUM$569.3M
Discretionary$558.2M
Non-Disc.$11.1M
Employees10
Clients8
DateMar 2021
Total AUM$569.3M
Discretionary$558.2M
Non-Disc.$11.1M
Employees8
Clients8
DateDec 2020
Total AUM$508.6M
Discretionary$499.8M
Non-Disc.$8.8M
Employees8
Clients6
DateJun 2020
Total AUM$508.6M
Discretionary$499.8M
Non-Disc.$8.8M
Employees9
Clients6
DateJun 2020
Total AUM$508.6M
Discretionary$499.8M
Non-Disc.$8.8M
Employees9
Clients6
DateMay 2020
Total AUM$508.6M
Discretionary$499.8M
Non-Disc.$8.8M
Employees9
Clients6
DateMar 2020
Total AUM$508.6M
Discretionary$499.8M
Non-Disc.$8.8M
Employees9
Clients6
DateSep 2019
Total AUM$420.2M
Discretionary$405.5M
Non-Disc.$14.8M
Employees9
Clients2
DateMar 2019
Total AUM$420.2M
Discretionary$405.5M
Non-Disc.$14.8M
Employees9
Clients2
DateOct 2018
Total AUM$385.5M
Discretionary$369.9M
Non-Disc.$15.6M
Employees9
Clients0
DateMar 2018
Total AUM$385.5M
Discretionary$369.9M
Non-Disc.$15.6M
Employees9
Clients0
DateApr 2017
Total AUM$320.4M
Discretionary$304.7M
Non-Disc.$15.7M
Employees10
Clients300
DateMar 2017
Total AUM$320.4M
Discretionary$304.7M
Non-Disc.$15.7M
Employees10
Clients300
DateNov 2016
Total AUM$285.2M
Discretionary$269M
Non-Disc.$16.2M
Employees7
Clients300
DateMar 2016
Total AUM$285.2M
Discretionary$269M
Non-Disc.$16.2M
Employees7
Clients300
DateMar 2015
Total AUM$269.7M
Discretionary$252.6M
Non-Disc.$17.1M
Employees7
Clients300
DateMar 2014
Total AUM$223.2M
Discretionary$205.7M
Non-Disc.$17.5M
Employees7
Clients300
DateMar 2013
Total AUM$188.2M
Discretionary$154.4M
Non-Disc.$33.8M
Employees7
Clients200
DateJun 2012
Total AUM$159.5M
Discretionary$144.4M
Non-Disc.$15.1M
Employees6
Clients197
DateMar 2012
Total AUM$159.5M
Discretionary$144.4M
Non-Disc.$15.1M
Employees6
Clients197
DateMar 2007
Total AUM$110.9M
Discretionary$0
Non-Disc.$110.9M
Employees10
Clients--
DateSep 2005
Total AUM$85.3M
Discretionary$0
Non-Disc.$85.3M
Employees10
Clients--
DateMar 2004
Total AUM$80.7M
Discretionary$0
Non-Disc.$80.7M
Employees10
Clients--
DateApr 2002
Total AUM$77.5M
Discretionary$0
Non-Disc.$77.5M
Employees10
Clients--