Keller Wealth

KMH Wealth Management, LLC Finance iPhoneiPadiPod touch

Keller Wealth is a free Finance app for iPhone and iPad by KMH Wealth Management, LLC. Requires iOS 13.4. Updated September 10, 2024.

Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 10; 2024 · v5.14.0

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About Keller Wealth

This mobile application allows clients of Keller Wealth Advisors to view financial plan information, account valuation, performance, and reporting information to those who are authorized users. This is an application developed specifically for mobile devices.

What’s new

Version 5.14.0 · Updated September 10, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, KMH Wealth Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Keller Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by KMH Wealth Management, LLC. It requires iOS 13.4 or later and is 38 MB to download. It was first released on December 29, 2013 and last updated on September 10, 2024.

Category: Finance
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: December 29, 2013
Last updated: September 10, 2024
Developer: KMH Wealth Management, LLC

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Alternatives to Keller Wealth

Looking for apps like Keller Wealth? Here are 6 similar apps on the App Store. The highest rated is FMB Caldwell Mobile Banking (5.0/5), and all 6 are free to download.

Keller Wealth vs. alternatives
App	Rating	Price	Last updated
Keller Wealth	–	Free	September 10, 2024
Wealth Tracker : MF Analysis	–	Free	Jul 22, 2026
FMB Caldwell Mobile Banking	5.0 / 5 (3)	Free	Sep 13, 2026
Outdoor Bank	4.8 / 5 (795)	Free	Sep 22, 2026
FIREcalc: Early Retirement Age	4.8 / 5 (12)	Free	Jun 6, 2026
American Heritage Lending App	–	Free	Feb 11, 2026
CB&S Bank Mobile	4.8 / 5 (3,265)	Free	Feb 18, 2026