Keel Wealth Management, LLC

Keel Wealth Management, LLC (CRD# 285682) is a financial advisory firm headquartered in , . They manage $449,000,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/scottzodin
By the Numbers
  • Total Assets Under Management
    449
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $4,726,316
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Keel Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Zodin, financial advisor Austin TX
Scott L. Zodin
CRD#: 1790609
Austin, TX

Scott Zodin (CRD# 1790609) is an Investment Advisor Representative working at Keel Wealth Management, LLC in Austin, TX and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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