KEY WEALTH PARTNERS, LLC

KEY WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 153231). Regulatory assets under management: $3.7M.

Registration

• CRD: 153231
• Type: Registered investment adviser
• Phone: 717-283-4186
• Latest filing: 2026-02-05
• Regulatory AUM: $3.7M
• Discretionary AUM: $1.3M
• Non-discretionary AUM: $2.4M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search