Miranda O'keefe
Investment adviser representative at 15 Wealth Advisors LLC
14 yearsExperience
1 stateRegistered in
$481.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 15 Wealth Advisors LLCApr 2026 to now
- 15 WealthDec 2024 to now
- LPL Financial LLCDec 2024 to now
- Tsfg, LLCMar 2026 to Jul 2026
- Charles Schwab & Co., Inc.Apr 2022 to Nov 2024
- Charles Schwab Bank, SsbApr 2022 to Nov 2024
- Charles Schwab Premier BankApr 2022 to Nov 2024
- Charles Schwab Trust BankApr 2022 to Nov 2024
- Valic Financial Advisors, IncMar 2019 to Apr 2022
- UnemployedOct 2018 to Mar 2019
- Invesco Advisers, IncMay 2012 to Oct 2018
- Invesco Distributors, Inc.Mar 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
15 Wealth Advisors LLC
$481.5MAssets managed
687Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2750070
- Firm CRD
- 337459