PRESIDENT

0000752365-24-000001.txt : 20240125 0000752365-24-000001.hdr.sgml : 20240125 20240125153216 ACCESSION NUMBER: 0000752365-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 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: 24561856 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 12-31-2023 12-31-2023 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 01-25-2024 0 142 279564729 false INFORMATION TABLE 2 wk13f4q23.xml 1ST SOURCE CORP COM 336901103 421576 7672 SH SOLE 7672 0 0 3M CO COM 88579Y101 673526 6161 SH SOLE 6161 0 0 ABBOTT LABS COM 002824100 1081329 9824 SH SOLE 9824 0 0 ABBVIE INC COM 00287Y109 4444681 28681 SH SOLE 28681 0 0 DELAWARE INVTS NATL MUN INCO SH BEN INT 24610T108 253075 24787 SH SOLE 24787 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2906588 8283 SH SOLE 8283 0 0 AIR PRODS & CHEMS INC COM 009158106 373463 1364 SH SOLE 1364 0 0 ALLSTATE CORP COM 020002101 347290 2481 SH SOLE 2481 0 0 ALPHABET INC CAP STK CL A 02079K305 4859117 34785 SH SOLE 34785 0 0 ALPHABET INC CAP STK CL C 02079K107 10626545 75403 SH SOLE 75403 0 0 ALTRIA GROUP INC COM 02209S103 639239 15846 SH SOLE 15846 0 0 AMAZON COM INC COM 023135106 1675594 11028 SH SOLE 11028 0 0 AMERICAN ELEC PWR CO INC COM 025537101 223355 2750 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