AdvizorPro

Keller Wealth Advisors

Keller Wealth Advisors. CRD 111610

Keller Wealth Advisors logo

CRD: 111610

Keller Wealth Advisors

Victoria, TX, 77901
3615734383
kellerwealthadvisors.com
$923.1M Total AUM
$905.1M Disc. AUM
15.5% 3Y CAGR
10 Employees
559 ADV. Clients
28 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Oppenheimer · Trade-PMR
Clients
Retail and Institutional
Platforms
ElementPathway +more
Established Date
02-06-1998
Office Locations
1

Office Locations

101 South Main St. Suite 300 Victoria TX

About Keller Wealth Advisors

Keller Wealth Advisors is an independent, fee-only fiduciary RIA providing personalized financial planning and investment strategy. The CFP® professional team serves individuals, multi-generational families (including four-generation relationships), nonprofits, and businesses, aligning recommendations to clients’ life goals and core values; member of NAPFA and the Financial Planning Association (FPA).

Team overview

39 AVG AGE
$115.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.8 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
28yrs Firm Age

Insights

Unlock to compare peer behavior around vector crest.
Unlock to compare peer behavior around element unison.
Upgrade to reveal position-level detail across signal beacon.
See the complete signal summary connected to pioneer.
Open the full profile to inspect shifts in focus oak.
Unlock to see real insight on element vertex.
Unlock to see real insight on pioneer oak.
Unlock to see real insight on ridge horizon ridge.

Asset Classes

Vital Signal glacier

Client Personas

Bridge ember

Custodian

Quantum insight Ember wave Horizon Matrix vital Oak

Investment Themes

Zenith unison Atlas Summit

Investment Vehicles

Capital oak

Platform

Zenith optima

Services

Legacy Eagle Radial oak Optima timber Unison momentum Zenith glacier Insight Quantum north

Technology

Eagle Pioneer ember Timber vertex Bridge timber

Owner & Executives

KYLE WESLEY NOACK

KYLE WESLEY NOACK

Chief Executive Officer, Chief Financial Officer, President

CRD
#6003068
Ownership
50% but less than 75%
(717) 440-7824
crest.value@oakcapital.com
in linkedin.com/in/beacon-alpha
THOMAS LANE KELLER

THOMAS LANE KELLER

EXECUTIVE VICE PRESIDENT, Managing Member, Owner

CRD
#3190293
Ownership
25% but less than 50%
(673) 353-6124
focus.frontier@zenithcapital.com
in linkedin.com/in/catalyst-oak
C

Crest crest

Meridian insight vector

CRD
#82568
Ownership
4.2%
(211) 625-5896
pathway.matrix@crestcapital.com
in linkedin.com/in/ridge-momentum

Showing 2 of 5 owners & executives

Unlock all

Contacts

B

Beth Marie Koonce

--

CRD
#6649859
(822) 928-9284
summit.zenith@crestcapital.com
in linkedin.com/in/prime-eagle
Christopher William Laughhunn

Christopher William Laughhunn

Associate

CRD
#7322568
(738) 570-5522
beacon.bridge@focuscapital.com
in linkedin.com/in/ridge-frontier
R

Radial radial

Alpha eagle

CRD
#98746
(483) 272-1339
north.value@pathwaycapital.com
in linkedin.com/in/harbor-ember

Showing 2 of 8 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-23-2022
03-17-2023
10-29-2024
03-11-2025
03-15-2026
Category Assets AVG. Account size
Discretionary $905,092,339 $786,353
Non-Discretionary $17,965,052 $101,497
Total $923,057,391 $695,073

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $923,057,391

$923.1M Total SMA
Public Funds:
18.6%
Cash:
25.9%
Municipal Bonds:
18.1%
Corporate - Investment Grade:
16.5%
Equity - Exchange:
14.1%
Other:
6.8%
Asset class Assets Assets %
Public Funds $1,410,801,835 18.6%
Cash $1,964,503,631 25.9%
Municipal Bonds $1,372,877,055 18.1%
Corporate - Investment Grade $1,251,517,757 16.5%
Equity - Exchange $1,069,478,811 14.1%
Other $515,777,015 6.8%
Total $7,584,956,104 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform