CRD: 311986
Keller Wealth Management LLC
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- Custodian
- Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Keller Wealth Management LLC
Keller Wealth Management LLC is a fee-only, fiduciary RIA founded in 2020 in northern New Jersey. Led by owner/CCO William D. Keller III (MBA), the firm provides financial planning and discretionary asset management, including net worth analysis, budgeting guidance, retirement strategies, and tax/risk assessments. Accounts are custodied at Charles Schwab and Altruist; portfolios are commonly implemented with ETFs and equities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 1 advisory representatives and 59 clients, or 59 clients per representative. That equates to $93.8K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
WILLIAM DALE KELLER
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6085562
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,469,878 | -- |
| Non-Discretionary | $63,295 | -- |
| Total | $5,533,173 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Keller Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.