KWMG, LLC
Legal name: KEEN WEALTH ADVISORS
CRD #170293 SEC #801-79725 OVERLAND PARK, KS (913) 624-1841
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
29
Clients
0
Accounts
2,605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $528.4K | 29 | 0 |
| Mar 2024 | $914.9M | $912.3M | $2.6M | 24 | 0 |
| Nov 2023 | $743.1M | $740.5M | $2.7M | 24 | 0 |
| Oct 2023 | $743.1M | $740.5M | $2.7M | 23 | 0 |
| Aug 2023 | $743.1M | $740.5M | $2.7M | 23 | 0 |
| Mar 2023 | $743.1M | $740.5M | $2.7M | 23 | 0 |
| Nov 2022 | $780.5M | $777.2M | $3.3M | 18 | 0 |
| Sep 2022 | $780.5M | $777.2M | $3.3M | 18 | 0 |
| Jun 2022 | $780.5M | $777.2M | $3.3M | 18 | 0 |
| Apr 2022 | $780.5M | $777.2M | $3.3M | 18 | 0 |
| Mar 2022 | $780.5M | $777.2M | $3.3M | 18 | 0 |
| Nov 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Sep 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Sep 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Jul 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Apr 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Apr 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Mar 2021 | $606.5M | $603.7M | $2.7M | 16 | 0 |
| Feb 2021 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Feb 2021 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Nov 2020 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Aug 2020 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Jul 2020 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Jun 2020 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Feb 2020 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Feb 2020 | $497.4M | $494.1M | $3.3M | 14 | 0 |
| Jan 2020 | $426.8M | $424.1M | $2.7M | 17 | 0 |
| Jan 2020 | $426.8M | $424.1M | $2.7M | 17 | 0 |
| May 2019 | $426.8M | $424.1M | $2.7M | 17 | 0 |
| Mar 2019 | $381.1M | $378.4M | $2.7M | 17 | 0 |
| Dec 2018 | $351.3M | $348.7M | $2.6M | 15 | 0 |
| Jul 2018 | $351.3M | $348.7M | $2.6M | 15 | 0 |
| Apr 2018 | $351.3M | $348.7M | $2.6M | 12 | 0 |
| Apr 2018 | $351.3M | $348.7M | $2.6M | 12 | 0 |
| Mar 2018 | $351.3M | $348.7M | $2.6M | 12 | 0 |
| Mar 2018 | $351.3M | $348.7M | $2.6M | 12 | 0 |
| Jul 2017 | $257.3M | $257.3M | $40K | 10 | 330 |
| May 2017 | $257.3M | $257.3M | $40K | 10 | 330 |
| Apr 2017 | $257.3M | $257.3M | $40K | 10 | 330 |
| Apr 2017 | $257.3M | $257.3M | $40K | 10 | 330 |
| Feb 2017 | $257.3M | $257.3M | $40K | 10 | 330 |
| Feb 2017 | $257.3M | $257.3M | $40K | 10 | 330 |
| Aug 2016 | $191.4M | $191.3M | $78.2K | 2 | 270 |
| Mar 2016 | $191.4M | $191.3M | $78.2K | 2 | 270 |
| Feb 2015 | $169M | $168.9M | $113.9K | 2 | 260 |
| Sep 2014 | $160.7M | $160.6M | $121.5K | 3 | 0 |
| May 2014 | $0 | $0 | $0 | 3 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$528.4K
Employees29
Clients0
DateMar 2024
Total AUM$914.9M
Discretionary$912.3M
Non-Disc.$2.6M
Employees24
Clients0
DateNov 2023
Total AUM$743.1M
Discretionary$740.5M
Non-Disc.$2.7M
Employees24
Clients0
DateOct 2023
Total AUM$743.1M
Discretionary$740.5M
Non-Disc.$2.7M
Employees23
Clients0
DateAug 2023
Total AUM$743.1M
Discretionary$740.5M
Non-Disc.$2.7M
Employees23
Clients0
DateMar 2023
Total AUM$743.1M
Discretionary$740.5M
Non-Disc.$2.7M
Employees23
Clients0
DateNov 2022
Total AUM$780.5M
Discretionary$777.2M
Non-Disc.$3.3M
Employees18
Clients0
DateSep 2022
Total AUM$780.5M
Discretionary$777.2M
Non-Disc.$3.3M
Employees18
Clients0
DateJun 2022
Total AUM$780.5M
Discretionary$777.2M
Non-Disc.$3.3M
Employees18
Clients0
DateApr 2022
Total AUM$780.5M
Discretionary$777.2M
Non-Disc.$3.3M
Employees18
Clients0
DateMar 2022
Total AUM$780.5M
Discretionary$777.2M
Non-Disc.$3.3M
Employees18
Clients0
DateNov 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateSep 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateSep 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateJul 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateApr 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateApr 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateMar 2021
Total AUM$606.5M
Discretionary$603.7M
Non-Disc.$2.7M
Employees16
Clients0
DateFeb 2021
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateFeb 2021
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateNov 2020
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateAug 2020
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateJul 2020
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateJun 2020
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateFeb 2020
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateFeb 2020
Total AUM$497.4M
Discretionary$494.1M
Non-Disc.$3.3M
Employees14
Clients0
DateJan 2020
Total AUM$426.8M
Discretionary$424.1M
Non-Disc.$2.7M
Employees17
Clients0
DateJan 2020
Total AUM$426.8M
Discretionary$424.1M
Non-Disc.$2.7M
Employees17
Clients0
DateMay 2019
Total AUM$426.8M
Discretionary$424.1M
Non-Disc.$2.7M
Employees17
Clients0
DateMar 2019
Total AUM$381.1M
Discretionary$378.4M
Non-Disc.$2.7M
Employees17
Clients0
DateDec 2018
Total AUM$351.3M
Discretionary$348.7M
Non-Disc.$2.6M
Employees15
Clients0
DateJul 2018
Total AUM$351.3M
Discretionary$348.7M
Non-Disc.$2.6M
Employees15
Clients0
DateApr 2018
Total AUM$351.3M
Discretionary$348.7M
Non-Disc.$2.6M
Employees12
Clients0
DateApr 2018
Total AUM$351.3M
Discretionary$348.7M
Non-Disc.$2.6M
Employees12
Clients0
DateMar 2018
Total AUM$351.3M
Discretionary$348.7M
Non-Disc.$2.6M
Employees12
Clients0
DateMar 2018
Total AUM$351.3M
Discretionary$348.7M
Non-Disc.$2.6M
Employees12
Clients0
DateJul 2017
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$40K
Employees10
Clients330
DateMay 2017
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$40K
Employees10
Clients330
DateApr 2017
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$40K
Employees10
Clients330
DateApr 2017
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$40K
Employees10
Clients330
DateFeb 2017
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$40K
Employees10
Clients330
DateFeb 2017
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$40K
Employees10
Clients330
DateAug 2016
Total AUM$191.4M
Discretionary$191.3M
Non-Disc.$78.2K
Employees2
Clients270
DateMar 2016
Total AUM$191.4M
Discretionary$191.3M
Non-Disc.$78.2K
Employees2
Clients270
DateFeb 2015
Total AUM$169M
Discretionary$168.9M
Non-Disc.$113.9K
Employees2
Clients260
DateSep 2014
Total AUM$160.7M
Discretionary$160.6M
Non-Disc.$121.5K
Employees3
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0