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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- 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 |
|---|---|---|---|---|
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| Nelson, Christopher, Allen | I | CHIEF COMPLIANCE OFFICER | NA | |
| Nelson, Christopher, Allen | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORNELIUS, JACLYN, MARIE | I | OWNER | D | Control |
| CORNELIUS, JACLYN, MARIE | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| CORNELIUS, JACLYN, MARIE | I | OWNER | D | Control |
| CORNELIUS, JACLYN, MARIE | I | OWNER | D | Control |
| YOUNG, RODMAN, DEHART | I | OWNER | D | Control |
| YOUNG, RODMAN, DEHART | I | OWNER | D | Control |
| YOUNG, RODMAN, DEHART | I | OWNER | D | Control |
| YOUNG, RODMAN, DEHART | I | OWNER | D | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (7)
FL NJ NY PA SC TX UT
Address
95 HIGHLAND AVENUESUITE 310
BETHLEHEM, PA 18017
United States
Phone: 484-935-3003