Keller Wealth Management LLC

Keller Wealth Management LLC (CRD# 311986) is a financial advisory firm headquartered in , . They manage $2,455,349 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.kellerwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $37,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Keller Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Keller, financial advisor Whippany NJ
William D. Keller
CRD#: 6085562
Whippany, NJ

William Keller (CRD# 6085562) is an Investment Advisor Representative working at Keller Wealth Management LLC in Whippany, NJ and has over 3 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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