Overview
Assets Under Management: $284 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Frequently Asked Questions
KEYVANTAGE WEALTH, 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 #331996), KEYVANTAGE WEALTH, LLC is subject to fiduciary duty under federal law.
KEYVANTAGE WEALTH, LLC is headquartered in BETHLEHEM, PA.
KEYVANTAGE WEALTH, LLC serves 102 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, KEYVANTAGE WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KEYVANTAGE WEALTH, LLC manages $284 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, KEYVANTAGE WEALTH, 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: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 538
Discretionary Accounts: 538
Regulatory Filings
CRD Number: 331996
Last Filing Date: 2025-01-02 00:00:00
Website: https://dinsmorecomplianceservices.com