# Wealth Keepers

> Wealth Keepers is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2024.

- CRD: 168008
- Filed as: WEALTH KEEPERS
- Legal name: Bonn II, Carl Fred
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 22, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168008
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-keepers-168008

## Quick answers

**How is Wealth Keepers compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Keepers reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealth Keepers registered with the SEC or a state?**
Wealth Keepers is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 168008.

**How much does Wealth Keepers manage?**
Wealth Keepers reports $335,222 in regulatory assets under management in its Form ADV filing dated January 22, 2024 (0% discretionary).

**What types of clients does Wealth Keepers serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Wealth Keepers report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168008

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $335,222
- Discretionary: $0
- Non-discretionary: $335,222

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $335,222 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [carlbonn.com](https://carlbonn.com)
- [wealthkeepers.org](https://wealthkeepers.org)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Keepers (CRD 168008): Form ADV filing data as of October 2026.