# KSW Wealth

> KSW Wealth (iPhone/iPad app by Keyes, Stange & Wooten Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/ksw-wealth/id1625180649 (this page in markdown: same URL + `.md`)
- Developer: [Keyes, Stange & Wooten Wealth Management, LLC](https://appshunter.io/developer/1625180651)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2022-05-20
- Data updated: 2026-06-05
- User reviews in markdown: https://appshunter.io/ios/app/ksw-wealth/id1625180649/reviews.md

## What is KSW Wealth?

With its intuitive layout and robust features, the KSW Wealth Management mobile app can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and an insightful user interface provide 24/7 access to: • View your total portfolio through the dashboard • Check account balances, performance summaries, asset allocation, holdings, etc. • Send secure messages to your trusted advisor • Up-to-date market data • Dynamic, interactive reports • Document vault for securely sending and receiving files with your advisor • And more! To get the best performance and security, ensure your device is running on the latest version of iOS and enable push notifications for important alerts.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-11

- 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

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-10

Bug fixes and performance updates

### 5.2.17 — 2022-05-20

Atualizámos a app Via Verde para mostrar a informação disponibilizada nas áreas de Serviço Colibri

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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 2026-06-05.*