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KEATLEY WEALTH MANAGEMENT, LLC
KEATLEY WEALTH MANAGEMENT, LLC
CHARLOTTE, North Carolina
·
1 registered advisor
·
CRD# 127980
SEC# 801-111711
0
704-540-5535
01
Firm Overview
AUM
$153M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at KEATLEY WEALTH MANAGEMENT, LLC
1 registered advisor
Jenny Ingraham Martella
CHARLOTTE, North Carolina
CRD# 6149638
05
Office Locations
CHARLOTTE, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. KEATLEY WEALTH MANAGEMENT, LLC (CRD# 127980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.