Keen Wealth Advisors

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Keen Wealth Advisors - overview

Established

2014

Location

Overland Park, KS, US

Primary Industry

Financial Services

About

Founded in 2014 and based in Kansas, US, KWMG, LLC, doing business as Keen Wealth Advisors, operates as a registered investment advisory firm focused on retirement‑centric financial planning and investment management, serving individuals and families nationwide. In April 2026, Emigrant Partners invested in Keen Wealth Advisors. Financial terms were not disclosed.


Current Investors

Emigrant Partners

Primary Industry

Financial Services

Sub Industries

Accounting Services

Website

www.keenwealthadvisors.com

Company Stage

Mature - Growth Capital

Total Amount Raised

Subscriber access only

Keen Wealth Advisors - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
GrowthCompletedKeen Wealth Advisors-

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