Keatley Wealth Management LLC
Legal Name: KEATLEY WEALTH MANAGEMENT, LLC
7615 COLONY ROAD, SUITE 120, CHARLOTTE, NC
704-540-5535
http://www.karenkeatley.com
Frequently Asked Questions (FAQ)
Full Contact Details
Keatley Wealth Management LLC
7615 COLONY ROAD, SUITE 120, CHARLOTTE, NC
704-540-5535
704-323-4130
Other Info
Keatley Wealth Management LLC, a North Carolina Limited Liability Company, employs five individuals, the majority of whom hold advisory positions. Although the exact number of clients is unspecified, the firm's SEC status is current as of September 15, 2017, indicating regulatory approval.
Direct Owners
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JENNY INGRAHAM MARTELLA
CHIEF COMPLIANCE OFFICER & MEMBER owns more than 10% but less than 25%
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KAREN R. KEATLEY
PRESIDENT AND CHIEF INVESTMENT OFFICER owns 75% or more