KEY WEALTH ADVISORS LLC
CRD #317106 SEC #801-122646 NEW YORK, NY (256) 715-9611
SEC Registered
Total AUM
$9.3M
Discretionary
$9.3M
Employees
2
Clients
101
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $9.3M | $9.3M | $0 | 2 | 0 |
| Nov 2024 | $9.3M | $9.3M | $0 | 2 | 0 |
| May 2024 | $71.5M | $69M | $2.5M | 3 | 0 |
| May 2024 | $71.5M | $69M | $2.5M | 3 | 0 |
| Mar 2024 | $71.5M | $69M | $2.5M | 3 | 0 |
| Jan 2024 | $59M | $57M | $2M | 4 | 0 |
| Jan 2024 | $59M | $57M | $2M | 4 | 0 |
| Jan 2024 | $59M | $57M | $2M | 4 | 0 |
| Jun 2023 | $59M | $57M | $2M | 4 | 0 |
| May 2023 | $57M | $55M | $2M | 4 | 0 |
| Mar 2022 | $43M | $43M | $0 | 4 | 0 |
| Feb 2022 | $0 | $0 | $0 | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
DateNov 2024
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$71.5M
Discretionary$69M
Non-Disc.$2.5M
Employees3
Clients0
DateMay 2024
Total AUM$71.5M
Discretionary$69M
Non-Disc.$2.5M
Employees3
Clients0
DateMar 2024
Total AUM$71.5M
Discretionary$69M
Non-Disc.$2.5M
Employees3
Clients0
DateJan 2024
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees4
Clients0
DateJan 2024
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees4
Clients0
DateJan 2024
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees4
Clients0
DateJun 2023
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees4
Clients0
DateMay 2023
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees4
Clients0
DateMar 2022
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0