WealthKeel LLC

Company Description (LinkedIn): Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.

Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.

• ⏳ Active Since: 2015
• 📍 Location: Tampa, Florida
• 🔢 Employee Count: 4
• 👥 Followers: 114

From WCI application:

• Services Offered: Services: Financial planning, investment management, student loan management
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 2,015
• 🧾 Number of accounts: 8,080
• 🛍 Average Account Size: $249,353

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.wealthkeel.com