KEY WEALTH MANAGEMENT, INC.

KEY WEALTH MANAGEMENT, INC. of WEXFORD, PA is an SEC-registered investment adviser (CRD 313173). Regulatory assets under management: $48.6M.

Registration

• CRD: 313173
• Type: Registered investment adviser
• Location: 9500 BROOKTREE ROAD, WEXFORD, PA, 15090
• Phone: (724)934-9196
• Latest filing: 2026-03-27
• Regulatory AUM: $48.6M
• Discretionary AUM: $48.6M
• Clients: 1
• Accounts: 262

Business model

Compensation: % of AUM.

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 313173 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search