KEY FOCUS WEALTH LLC

KEY FOCUS WEALTH LLC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 311827). Regulatory assets under management: $36.4M.

Registration

• CRD: 311827
• Type: Registered investment adviser
• Location: 2603 CAMINO RAMON, SAN RAMON, CA, 94583
• Phone: 925-272-7617
• Latest filing: 2026-02-24
• Regulatory AUM: $36.4M
• Discretionary AUM: $36.4M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search