This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing ยท Prudential
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-2002
- Office Locations
- 1
Office Locations
About Keenan Private Wealth Management
Keenan Private Wealth Management is an independent New York City wealth consultancy providing white glove financial planning, retirement planning, and investment/wealth management for high net-worth clients, including young professionals, corporate executives, entrepreneurs, retirees, and their families. Portfolios primarily use public funds and ETFs, with custody support including Pershing.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Keenan Private Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Keenan Private Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES EDWARD KEENAN JR
Owner, President
- CRD
- #872666
- Ownership
- 75% or more
MARILYNN D. BALKE
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,457,113 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,457,113 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Keenan Private Wealth Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing