Wealth manager, wrap-program sponsor · Overland Park, KS
Keen Wealth Advisors
Kwmg, LLC · SEC-registered investment adviser · CRD 170293 · SEC 801-79725
At a glance
Keen Wealth Advisors is an SEC-registered investment adviser based in Overland Park, Kansas, with $1.2 billion in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,014 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,263rd of 8,915 wealth managers and 4,784th of 17,210 SEC-registered advisers by assets.
Main office 913-624-1841keenwealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among wealth managers
- #1,263 of 8,915
- Rank among all SEC RIAs
- #4,784 of 17,210
- Rank in Kansas
- #31 of 134
- Individual clients
- 1,014
- High-net-worth clients
- 404
- Accounts
- 2,916
- Discretionary
- 100% of AUM
- Employees
- 30
- Advisory staff
- 30
- Offices
- 1
Owners and executives on its Form ADV
- William T. KeenManaging Member
- Matthew D. WilsonChief Investment Officer
- Matthew D. WilsonChief Compliance Officer
- Matthew D. WilsonPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
Keen Wealth Advisors is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Wilson, you may engage with him in this capacity as a registered representative of PKS.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 404 | $1000M | 81% |
| Individuals | 610 | $225M | 18% |
| Charitable organizations | 2 | $5M | <1% |
| Pension and profit sharing plans | 1 | $3M | <1% |
| Corporations or other businesses | 1 | $1M | <1% |
Disciplinary disclosures
Keen Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗keenwealthadvisors.com ↗
AtlasMembers
The full record on Keen Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,964 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Keen Wealth Advisors manage?
Keen Wealth Advisors reports $1.2 billion in regulatory assets under management across 2,916 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Keen Wealth Advisors?
Keen Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Keen Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($1000 million, 404 clients); individuals ($225 million, 610 clients); charitable organizations ($5 million, 2 clients).
Does Keen Wealth Advisors have any disciplinary history?
Keen Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Keen Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →