Overview
Assets Under Management: $9 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 19
Average Client Assets: $0.5 million
Frequently Asked Questions
KEY 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 #317106), KEY WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
KEY WEALTH ADVISORS LLC is headquartered in NEW YORK, NY.
KEY WEALTH ADVISORS LLC serves 19 high-net-worth clients according to their SEC filing dated November 12, 2024. View client details ↓
According to their SEC Form ADV, KEY WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
KEY WEALTH ADVISORS LLC manages $9 million in client assets according to their SEC filing dated November 12, 2024.
According to their SEC Form ADV, KEY WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.5 million
Total Client Accounts: 40
Discretionary Accounts: 40
Regulatory Filings
CRD Number: 317106
Filing ID: 1912849
Last Filing Date: 2024-11-12 12:14:00