Keller Wealth Advisors, TX — Investment Adviser | BuildTrust

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KELLER WEALTH ADVISORS

Investment AdviceVICTORIA, TX

Assets Under Management

$824.7M

Total AUM

Donut chart: Discretionary 810.8M, Non-Discretionary 13.9M
Category	Value
Discretionary	810.8M
Non-Discretionary	13.9M

Adviser Information

Field	Value
CRD Number	111610
SEC Number	801-55234
Street Address	101 SOUTH MAIN ST. SUITE 300
Location	VICTORIA, TX 77901-8142
Country	United States
Phone	361-573-4383
Fax	361-573-1168
Total Employees	12

Client Count by Type (540 Total)

Horizontal bar chart: Individuals (other than H… 387, High Net Worth Individual… 138, Charitable Organizations 7, Pension/Profit Sharing Pl… 5, Corporations/Businesses 3
Category	Value
Individuals (other than H…	387
High Net Worth Individual…	138
Charitable Organizations	7
Pension/Profit Sharing Pl…	5
Corporations/Businesses	3