KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Legal name: KEELER & NADLER FAMILY WEALTH
CRD #173079 SEC #801-80394 DUBLIN, OH 614-791-4123
SEC Registered
Total AUM
$477.8M
Discretionary
$438.9M
Employees
10
Clients
251
Accounts
1,729
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $477.8M | $438.9M | $39M | 10 | 15 |
| Mar 2025 | $477.8M | $438.9M | $39M | 10 | 15 |
| Jul 2024 | $409M | $374M | $35M | 10 | 4 |
| Jan 2024 | $409M | $374M | $35M | 10 | 4 |
| Oct 2023 | $337.2M | $266.2M | $71M | 10 | 7 |
| Apr 2023 | $337.2M | $266.2M | $71M | 10 | 7 |
| Feb 2023 | $337.2M | $266.2M | $71M | 10 | 7 |
| Feb 2023 | $337.2M | $266.2M | $71M | 10 | 7 |
| Feb 2022 | $337.9M | $248.2M | $89.7M | 11 | 4 |
| Mar 2021 | $267.7M | $162.3M | $105.3M | 10 | 10 |
| Mar 2021 | $267.7M | $162.3M | $105.3M | 10 | 10 |
| Jun 2020 | $227.1M | $164.8M | $62.2M | 8 | 10 |
| Mar 2020 | $227.1M | $164.8M | $62.2M | 8 | 10 |
| Sep 2019 | $180.7M | $93.5M | $87.2M | 8 | 6 |
| Feb 2019 | $180.7M | $93.5M | $87.2M | 8 | 6 |
| Nov 2018 | $181.1M | $59.9M | $121.2M | 8 | 4 |
| May 2018 | $181.1M | $59.9M | $121.2M | 8 | 4 |
| Jan 2018 | $181.1M | $59.9M | $121.2M | 8 | 4 |
| Apr 2017 | $169.5M | $60M | $109.5M | 8 | 200 |
| Mar 2017 | $169.5M | $60M | $109.5M | 8 | 200 |
| May 2016 | $144.2M | $48.7M | $95.5M | 9 | 400 |
| Apr 2016 | $144.2M | $48.7M | $95.5M | 9 | 400 |
| Mar 2016 | $144.2M | $48.7M | $95.5M | 9 | 400 |
| Dec 2015 | $162M | $60M | $102M | 5 | 400 |
| May 2015 | $162M | $60M | $102M | 5 | 400 |
| Mar 2015 | $184M | $38M | $146M | 5 | 400 |
DateMay 2025
Total AUM$477.8M
Discretionary$438.9M
Non-Disc.$39M
Employees10
Clients15
DateMar 2025
Total AUM$477.8M
Discretionary$438.9M
Non-Disc.$39M
Employees10
Clients15
DateJul 2024
Total AUM$409M
Discretionary$374M
Non-Disc.$35M
Employees10
Clients4
DateJan 2024
Total AUM$409M
Discretionary$374M
Non-Disc.$35M
Employees10
Clients4
DateOct 2023
Total AUM$337.2M
Discretionary$266.2M
Non-Disc.$71M
Employees10
Clients7
DateApr 2023
Total AUM$337.2M
Discretionary$266.2M
Non-Disc.$71M
Employees10
Clients7
DateFeb 2023
Total AUM$337.2M
Discretionary$266.2M
Non-Disc.$71M
Employees10
Clients7
DateFeb 2023
Total AUM$337.2M
Discretionary$266.2M
Non-Disc.$71M
Employees10
Clients7
DateFeb 2022
Total AUM$337.9M
Discretionary$248.2M
Non-Disc.$89.7M
Employees11
Clients4
DateMar 2021
Total AUM$267.7M
Discretionary$162.3M
Non-Disc.$105.3M
Employees10
Clients10
DateMar 2021
Total AUM$267.7M
Discretionary$162.3M
Non-Disc.$105.3M
Employees10
Clients10
DateJun 2020
Total AUM$227.1M
Discretionary$164.8M
Non-Disc.$62.2M
Employees8
Clients10
DateMar 2020
Total AUM$227.1M
Discretionary$164.8M
Non-Disc.$62.2M
Employees8
Clients10
DateSep 2019
Total AUM$180.7M
Discretionary$93.5M
Non-Disc.$87.2M
Employees8
Clients6
DateFeb 2019
Total AUM$180.7M
Discretionary$93.5M
Non-Disc.$87.2M
Employees8
Clients6
DateNov 2018
Total AUM$181.1M
Discretionary$59.9M
Non-Disc.$121.2M
Employees8
Clients4
DateMay 2018
Total AUM$181.1M
Discretionary$59.9M
Non-Disc.$121.2M
Employees8
Clients4
DateJan 2018
Total AUM$181.1M
Discretionary$59.9M
Non-Disc.$121.2M
Employees8
Clients4
DateApr 2017
Total AUM$169.5M
Discretionary$60M
Non-Disc.$109.5M
Employees8
Clients200
DateMar 2017
Total AUM$169.5M
Discretionary$60M
Non-Disc.$109.5M
Employees8
Clients200
DateMay 2016
Total AUM$144.2M
Discretionary$48.7M
Non-Disc.$95.5M
Employees9
Clients400
DateApr 2016
Total AUM$144.2M
Discretionary$48.7M
Non-Disc.$95.5M
Employees9
Clients400
DateMar 2016
Total AUM$144.2M
Discretionary$48.7M
Non-Disc.$95.5M
Employees9
Clients400
DateDec 2015
Total AUM$162M
Discretionary$60M
Non-Disc.$102M
Employees5
Clients400
DateMay 2015
Total AUM$162M
Discretionary$60M
Non-Disc.$102M
Employees5
Clients400
DateMar 2015
Total AUM$184M
Discretionary$38M
Non-Disc.$146M
Employees5
Clients400