| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel William Wolfson | Owner | 25-50% | 2023 |
| James Arthur Sawdon | Owner | 25-50% | 2021 |
| James F Keenan Control | President And Chief Compliance Officer | Under 5% | 2000 |
Walter & Keenan Wealth Management, LLC reports $844.6 million in regulatory assets under management on its Form ADV.
Walter & Keenan Wealth Management, LLC reports 6 employees.
Walter & Keenan Wealth Management, LLC is based in South Bend, IN and has been SEC-registered since 1984.
Walter & Keenan Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 202 S. Michigan St., Suite 910, South Bend, IN 46601 |
| Phone | 574-287-5977 |
| Office hours | 5-Sep |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $721M |
| Non-discretionary | $123.6M |
| Total (RAUM) | $844.6M |