KEYVANTAGE WEALTH, LLC

KEYVANTAGE WEALTH ADVISORS
BETHLEHEM, Pennsylvania·2 registered advisors·CRD# 331996
SEC# 801-1307710484-935-3003
01

Firm Overview

AUM
$284M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEYVANTAGE WEALTH, LLC

2 registered advisors
Jaclyn Marie Cornelius
BETHLEHEM, Pennsylvania
Rodman Dehart Young
BETHLEHEM, Pennsylvania
05

Office Locations

BETHLEHEM, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. KEYVANTAGE WEALTH, LLC (CRD# 331996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.