Overview
Assets Under Management: $141 million
Headquarters: HOLLYWOOD, FL
High-Net-Worth Clients: 72
Average Client Assets: $420,846
Frequently Asked Questions
BLUEKEY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139610), BLUEKEY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BLUEKEY WEALTH ADVISORS, LLC is headquartered in HOLLYWOOD, FL.
BLUEKEY WEALTH ADVISORS, LLC serves 72 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, BLUEKEY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BLUEKEY WEALTH ADVISORS, LLC manages $141 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, BLUEKEY WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.46
Average High-Net-Worth Client Assets: $420,846
Total Client Accounts: 431
Discretionary Accounts: 423
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 139610
Filing ID: 1959421
Last Filing Date: 2025-03-26 08:08:00
Website: https://bluekeypwp.com