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KEYVANTAGE WEALTH ADVISORS
KEYVANTAGE WEALTH, LLC
CRD 331996 · SEC 801-130771
95 HIGHLAND AVENUE, SUITE 310, BETHLEHEM, PA, 18017, United States
Phone
484-935-3003
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$339.4M
Discretionary AUM
$339.4M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $29.5M |
| High net worth individuals | 62 | $309.9M |
States served
NJ, NY, PA, SC, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD