$335.2K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2013
- Office Locations
- 1
Office Locations
-- Johnson City TX
About Wealth Keepers
Wealth Keepers (Carl Bonn) is an owner-led Johnson City, TX advisory serving individuals and businesses with goals-based financial planning and portfolio management. The firm emphasizes diversification, risk-tolerance alignment, and impartial guidance designed to help portfolios withstand market volatility. Public filings indicate ETF-focused managed accounts, with Charles Schwab as primary custodian.
Team overview
62 AVG AGE
$335.2K AVG AUM / ADVISOR
$41.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CARL FRED BONN II
Owner, President
- CRD
- #4480233
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $335,222 | -- |
| Total | $335,222 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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