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Keeler Thomas Management LLC

● SEC registered since 2015CRD 109522SEC# 801-100354Orem, UT
Export (members)
Reg. AUM
$379.3M
Employees
13
Accounts
839
Location
Orem, UT

Keeler Thomas Management LLC assets under management

Keeler Thomas Management LLC operates as an SEC-registered investment adviser based in Orem, UT. The firm has been registered since 2015. It reports $379.3 million in regulatory assets under management and employs 13 people.

Keeler Thomas Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Cary Wasden ControlManaging Member10-25%2023
John Leonard Unice ControlManaging MemberOver 75%1989
Nathaniel Eugene Evans ControlChief Compliance Officer/General ManagerUnder 5%2025

Frequently asked questions

How much does Keeler Thomas Management LLC manage?

Keeler Thomas Management LLC reports $379.3 million in regulatory assets under management on its Form ADV.

How many employees does Keeler Thomas Management LLC have?

Keeler Thomas Management LLC reports 13 employees.

Where is Keeler Thomas Management LLC located?

Keeler Thomas Management LLC is based in Orem, UT and has been SEC-registered since 2015.

Does Keeler Thomas Management LLC disclose fund performance?

Keeler Thomas Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1327 South 800 East, Orem, UT 84097
Phone801-226-0800
Fax801-226-6152
Office hours8:00a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$379.3M
Non-discretionary$0
Total (RAUM)$379.3M