0000752365-24-000003.txt : 20240715 0000752365-24-000003.hdr.sgml : 20240715 20240715151805 ACCESSION NUMBER: 0000752365-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240715 DATE AS OF CHANGE: 20240715 EFFECTIVENESS DATE: 20240715 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CENTRAL INDEX KEY: 0000752365 ORGANIZATION NAME: IRS NUMBER: 382428175 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16127 FILM NUMBER: 241117102 BUSINESS ADDRESS: STREET 1: 202 S. MICHIGAN STREET 2: SUITE 910 CITY: SOUH BEND STATE: IN ZIP: 46601 BUSINESS PHONE: 5742875977 MAIL ADDRESS: STREET 1: 202 S. MICHIGAN STREET 2: SUITE 910 CITY: SOUH BEND STATE: IN ZIP: 46601 FORMER COMPANY: FORMER CONFORMED NAME: WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV DATE OF NAME CHANGE: 20140418 FORMER COMPANY: FORMER CONFORMED NAME: WALTER DONALD F FINANCIAL CONSULTING CO /ADV DATE OF NAME CHANGE: 19920916 FORMER COMPANY: FORMER CONFORMED NAME: WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV DATE OF NAME CHANGE: 19840906 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000752365 XXXXXXXX 06-30-2024 06-30-2024 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
202 S. MICHIGAN SUITE 910 SOUH BEND IN 46601
13F HOLDINGS REPORT 028-16127 000104838 801-22367 N
JAMES F KEENAN PRESIDENT 574-232-5977 /s/ JAMES F KEENAN SOUTH BEND IN 07-15-2024 0 146 314085580 false
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