Insights

Growing Revenue Keen Wealth Advisors generates between $25 million and $50 million in revenue, indicating a stable financial position with opportunities to expand their client base, particularly among high-net-worth individuals seeking tailored wealth management services.

Expansion in Staff Recent hires of financial planners, compliance specialists, and client service associates suggest the firm is actively expanding its operational capacity, presenting potential for solutions that streamline onboarding, compliance tracking, and client engagement.

Leadership Stability With prominent leadership changes, including the appointment of Matt Wilson as President and CIO, there is an opportunity to offer executive-level tools and services that support strategic growth and leadership development.

Technology Infrastructure Utilization of AWS, React, and other U.S.-based tech tools indicates an emphasis on a robust digital infrastructure, creating openings for supplementary financial technology solutions to enhance client experiences and operational efficiencies.

Market Positioning Positioned alongside mid-sized competitors with significant revenue figures, Keen Wealth Advisors can benefit from tailored marketing solutions and outreach strategies aimed at increasing market share within the financial advisory sector.

Keen Wealth Advisors Tech Stack

Keen Wealth Advisors uses 8 technology products and services including Facebook Pixel, Amazon Web Services, Google Hosted Libraries, and more. Explore Keen Wealth Advisors's tech stack below.

  • Facebook Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • Microsoft 365
    Email
  • React
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Vimeo
    Video Players
  • GoDaddy
    Web Hosting

Media & News

Keen Wealth Advisors's Email Address Formats

Keen Wealth Advisors uses at least 1 format(s):
Keen Wealth Advisors Email FormatsExamplePercentage
FLast@keenwealthadvisors.comJDoe@keenwealthadvisors.com
44%
First.Last@keenwealthadvisors.comJohn.Doe@keenwealthadvisors.com
6%
FLast@keenwealthadvisors.comJDoe@keenwealthadvisors.com
44%
First.Last@keenwealthadvisors.comJohn.Doe@keenwealthadvisors.com
6%

Frequently Asked Questions

Where is Keen Wealth Advisors's headquarters located?

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Keen Wealth Advisors's main headquarters is located at 7500 College Blvd, Suite 1000 Overland Park, Kansas 66210, US. The company has employees across 1 continents, including North America.

What is Keen Wealth Advisors's official website and social media links?

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Keen Wealth Advisors's official website is keenwealthadvisors.com and has social profiles on LinkedIn.

What is Keen Wealth Advisors's NAICS code?

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Keen Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Keen Wealth Advisors have currently?

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As of October 2025, Keen Wealth Advisors has approximately 28 employees across 1 continents, including North America. Key team members include Chief Investment Officer, President: M. D. W.Founder And Ceo: B. K.Founder And Chief Executive Officer: B. K. C.. Explore Keen Wealth Advisors's employee directory with LeadIQ.

What industry does Keen Wealth Advisors belong to?

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Keen Wealth Advisors operates in the Financial Services industry.

What technology does Keen Wealth Advisors use?

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Keen Wealth Advisors's tech stack includes Facebook PixelAmazon Web ServicesGoogle Hosted LibrariesMicrosoft 365ReactjQueryVimeoGoDaddy.

What is Keen Wealth Advisors's email format?

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Keen Wealth Advisors's email format typically follows the pattern of FLast@keenwealthadvisors.com. Find more Keen Wealth Advisors email formats with LeadIQ.

Keen Wealth Advisors

Financial ServicesUnited States11-50 Employees

KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. This platform is solely for informational purposes. 
Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place.
Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to further review. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
No advice may be rendered by the company unless a client service agreement is in place. For additional disclosures, please visit our website.

Section iconCompany Overview

Headquarters
7500 College Blvd, Suite 1000 Overland Park, Kansas 66210, US
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Keen Wealth Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Keen Wealth Advisors's revenue is estimated to be in the range of $25M$50M

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