OVERLAND PARK, KSCRD 170293Latest ADV March 20, 2026
Keen Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 20, 2026, reports $1.2B in regulatory assets under management, 30 employees, and 2,916 accounts.
Assets Under Management
$1.2B
Employees
30
Offices
--
Total Clients
1,018
Primary office
OVERLAND PARK, KS
7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 59.9% of total clients.
Top client categories% of clientsClients
1
Individuals
59.9%
610
2
HNWI
39.7%
404
3
Charitable
0.2%
2
4
Pension Plans
0.1%
1
5
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 20, 2026
Discretionary99.9%
$1.2B
100% of total RAUM99.9%
Non-discretionary0.1%
$654K
0% of total RAUM0.1%
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.
Total AUM$1.2B
Total Accounts2,916
10Y AUM Change+$976M (+379.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee34:1
10Y Employee Change+20 (+200.0%)
* 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.