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KEY WEALTH MANAGEMENT, INC.
CRD 313173
9500 BROOKTREE ROAD, SUITE 102, WEXFORD, PA, 15090, United States
Phone
(724)934-9196
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.6M
Discretionary AUM
$48.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $28.5M |
| High net worth individuals | 13 | $20.2M |
All web addresses on file
Official SEC filing: View on IAPD