Investment adviser · CRD 317106
KEY WEALTH ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Nov 12, 2024
- Regulatory AUM
- $9.3M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 19 | $9,300,000 | 100.0% |
Filing source
Form ADV 1912849 · Nov 12, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 12, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
199 WATER STREET, 17TH FLOORNEW YORK, NY, 10038, United States
CRD 317106
Filing source
Form ADV 1912849 · Nov 12, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.