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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier frontierFoundation prime +more
- Established Date
- 05-23-2014
- Office Locations
- 1
Office Locations
About Keen Wealth Advisors
Keen Wealth Advisors is a fiduciary RIA in Overland Park, Kansas focused on retirement planning and investment management, with tax, income, and estate/charitable planning integrated into client plans. The firm emphasizes disciplined, goals-based portfolio construction designed to help clients avoid common retirement transition pitfalls, and was named to USA TODAY’s Best Financial Advisory Firms list for 2025.
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Owner & Executives
WILLIAM TRELL KEEN
Managing Member, Wealth Advisor
- CRD
- #2212517
- Ownership
- Less than 5%
MATTHEW DAVID WILSON
Chief Investment Officer, President
- CRD
- #4531423
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sherri Louise Bliss
Executive Vice President
- CRD
- #6636076
Abel Bart Bonga
--
- CRD
- #8099294
Vertex signal
Harbor fusion
- CRD
- #30488
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,232,760,245 | $423,047 |
| Non-Discretionary | $654,078 | $327,039 |
| Total | $1,233,414,323 | $422,982 |
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Separately Managed Accounts
Total SMA Asset: $1,233,414,323
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,386,258,038 | 37.3% |
| Equity - Exchange | $1,367,675,491 | 36.8% |
| Cash | $962,575,957 | 25.9% |
| Total | $3,716,509,486 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON HORIZON TIMBER | RADIAL BRIDGE | DLQUJIKT6 | ZPJL | 6.01% | $36,125,337 |
| FRONTIER FRONTIER | INSIGHT EMBER | CRTC7KE24 | MDAS | 7.39% | $12,404,484 |
| EMBER FUSION BRIDGE | ZENITH CREST | IHJIOA94D | YVW | 11.93% | $110,794,130 |
| FOUNDATION MATRIX BEACON | GLACIER MATRIX | 2BP7F1E95 | JOXU | 11.04% | $53,243,886 |
| UNISON BEACON | UNISON FRONTIER | H5H8LUODL | DNKF | 9.94% | $104,065,030 |
| PRIME CATALYST | SUMMIT MATRIX | ASVWDBDMU | ACFY | 1.60% | $82,350,332 |
| DELTA OAK HARBOR | WAVE GLACIER | JGBHEXUVJ | FDS | 0.86% | $90,672,269 |
| SIGNAL FOUNDATION SIGNAL | CREST BEACON | JIMVV615L | DFK | 7.11% | $75,880,611 |