Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Keen Wealth Advisors, based in Overland Park, KS, is a fiduciary Registered Investment Adviser focused on retirement and tax planning, investment management, and estate planning. Serving the Kansas City area, they prioritize the best interests of their clients in all financial decisions.
Unlock mandates & allocation signals
See Keen Wealth Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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