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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 8, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| ELFENBEIN, DAVID, ADAM | I | PRESIDENT - WEALTH MANAGEMENT | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KARIM, AHMAD, RAZI | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND COO | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND COO | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND COO | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND COO | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND COO | NA | Control |
| Ross, Yehia-Hubbard, Sherif | I | PRINCIPAL AND COO | NA | Control |
| Versella, Carl, J | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| Versella, Carl, J | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| Versella, Carl, J | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| Versella, Carl, J | I | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
| KEY WEALTH MANAGEMENT LLC | DE | MANAGING MEMBER (HOLDING COMPANY) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| ELFENBEIN, DAVID, ADAM | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| KARIM, AHMAD, RAZI | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Ross, Yehia-Hubbard, Sherif | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Versella, Carl, J | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Versella, Carl, J | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Versella, Carl, J | I | KEY WEALTH MANAGEMENT LLC | F | Control |
| Versella, Carl, J | I | KEY WEALTH MANAGEMENT LLC | F | Control |
Registrations
Federal
IA
Nov 8, 2024 REGISTERED
Notice Filings (14)
AL CA CO CT FL IL MA MD NJ NM NV NY TX VA
Address
199 WATER STREET17TH FLOOR
NEW YORK, NY 10038
United States
Phone: (256) 715-9611