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Keaton & Sams Wealth Mgmt

Keaton & Sams Wealth Mgmt

App Store★ 5.0FreeFirst seen 6 Nov 2026

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App info

Category: Finance
Age rating: 4+
Price: Free
Version: 1.99
Released: Mar 11, 2026
Last updated: 31 Oct 2026
Size: 143.2 MB
Requires: iOS 15.5 or later
Languages: 1

5.01 ratings

★★★★★

Average rating on the App Store. Apple doesn't publish how many ratings each star has.

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What's newin version 1.99

• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements

About this app

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The Keaton & Sams Wealth Management Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with the team in a simple, elegant interface. Requirements: You need to be a client of Keaton & Sams Wealth Management that has been enabled for the app. If you would like to request access, please contact your team at Keaton & Sams Wealth Management.

Developer website