Keyvantage Wealth Advisors
Keyvantage Wealth Advisors is an SEC-registered wealth manager in Bethlehem, PA with $339.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Keyvantage Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331996, SEC 801-130771, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $339.4M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Bethlehem, PA
- Employees
- 5
- Clients
- 143
- CRD
- 331996
- Ownership
- CORNELIUS, JACLYN, MARIE; Nelson, Christopher, Allen; YOUNG, RODMAN, DEHART; DWYER, JOHN, KEITH
How much AUM does Keyvantage Wealth Advisors have?
Keyvantage Wealth Advisors reported $339.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Keyvantage Wealth Advisors?
Disclosed owners and executives of Keyvantage Wealth Advisors include CORNELIUS, JACLYN, MARIE, Nelson, Christopher, Allen, YOUNG, RODMAN, DEHART, DWYER, JOHN, KEITH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.