KEYVANTAGE WEALTH, LLC
Legal name: KEYVANTAGE WEALTH ADVISORS
CRD #331996 SEC #801-130771 BETHLEHEM, PA 484-935-3003
SEC Registered
Total AUM
$301.7M
Discretionary
$301.7M
Employees
5
Clients
10
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $301.7M | $301.7M | $0 | 5 | 0 |
| Jan 2025 | $284.3M | $284.3M | $0 | 5 | 0 |
| Nov 2024 | $284.3M | $284.3M | $0 | 5 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$301.7M
Discretionary$301.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$284.3M
Discretionary$284.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$284.3M
Discretionary$284.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0