Keatley Wealth Management, LLC

Keatley Wealth Management, LLC (CRD# 127980) is a financial advisory firm headquartered in Charlotte, NC. They manage $74,518,780 in 217 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $343,405
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Keatley Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jenny I. Martella
CRD#: 6149638
7615 Colony Road, Suite 120, Charlotte, NC 28226
93
Wealthminder
score

Jenny Martella (CRD# 6149638) is an Investment Advisor Representative working at Keatley Wealth Management, LLC in Charlotte, NC and has over 3 years of experience in the finance industry. Jenny Martella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karen R. Keatley
CRD#: 1693540
7615 Colony Road, Suite 120, Charlotte, NC 28226
90
Wealthminder
score

Karen Keatley (CRD# 1693540) is an Investment Advisor Representative working at Keatley Wealth Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry. Karen Keatley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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