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Executive Vice President/ Managing Member · Keller Wealth Advisors

Thomas L. Keller

CRD 3190293 · Named on Form ADV at one SEC-registered adviser

At a glance

Keller Wealth Advisors, an SEC-registered wealth manager based in Victoria, TX with $923 million in regulatory assets, lists Thomas L. Keller on its Form ADV as Executive Vice President/ Managing Member, a control person.

Firms and roles

  • Keller Wealth AdvisorsExecutive Vice President/ Managing MemberWealth manager · Victoria, TX · $923M in regulatory assets

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.