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KEY FOCUS WEALTH LLC
CRD 311827
2603 CAMINO RAMON, SUITE 418, SAN RAMON, CA, 94583, United States
Phone
925-272-7617
Fax
925-273-9913
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.4M |
| High net worth individuals | 23 | $32.9M |
| Charitable organizations | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD