KEATLEY WEALTH MANAGEMENT, LLC
CRD #127980 SEC #801-111711 CHARLOTTE, NC 704-540-5535
SEC Registered
Total AUM
$152.9M
Discretionary
$152.9M
Employees
5
Clients
51
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $152.9M | $152.9M | $0 | 5 | 0 |
| Apr 2018 | $140.5M | $140.5M | $0 | 5 | 0 |
| Mar 2018 | $140.5M | $140.5M | $0 | 4 | 0 |
| Aug 2017 | $128.6M | $128.6M | $0 | 5 | 26 |
| Aug 2017 | $128.6M | $128.6M | $0 | 5 | 26 |
DateMar 2019
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients26
DateAug 2017
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients26