# Keller Wealth

> Keller Wealth (iPhone/iPad app by KMH Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/keller-wealth/id784888610 (this page in markdown: same URL + `.md`)
- Developer: [KMH Wealth Management, LLC](https://appshunter.io/developer/784888613)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: American English
- Released: 2013-12-29
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/keller-wealth/id784888610/reviews.md

## What is 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.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.7 — 2024-02-28

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.6.5 — 2024-01-29

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*