CRD: 104838
Walter Keenan Wealth Management
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-1984
- Office Locations
- 2
Office Locations
About Walter Keenan Wealth Management
Walter & Keenan Wealth Management is an independent RIA providing customized investment management and financial planning, including charitable giving and family office support. The firm takes a research-driven approach across its network of advisors, managers, and funds, and can incorporate private market/alternative strategies alongside traditional accounts (IRAs, 529s). Schwab custody support helps streamline client onboarding.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
James Arthur Sawdon
Owner, Senior Investment Advisor
- CRD
- #7130997
- Ownership
- 25% but less than 50%
DANIEL WILLIAM WOLFSON
Owner, Partner
- CRD
- #6189062
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ANDREW DAVIES LYNCH
Senior Wealth Advisor
- CRD
- #6749833
Bryant William Voeson
--
- CRD
- #7889268
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $835,769,363 | $1,828,817 |
| Non-Discretionary | $147,511,598 | $6,705,073 |
| Total | $983,280,961 | $2,052,779 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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