Walter Keenan Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Bend, IN. Its latest Form ADV filing, dated March 27, 2026, reports $983M in regulatory assets under management, 7 employees, and 479 accounts.
Assets Under Management
$983M
Employees
7
Offices
--
Total Clients
158
Primary office
SOUTH BEND, IN
202 S. MICHIGAN ST., SUITE 910, SOUTH BEND, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
94
2
Individuals
31.6%
50
3
Charitable
6.3%
10
4
Corporations
2.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$983Mas of March 27, 2026
Discretionary85.0%
$836M
85% of total RAUM85.0%
Non-discretionary15.0%
$148M
15% of total RAUM15.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$983M
Total Accounts479
10Y AUM Change+$644M (+189.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee23:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.