Keyvantage Wealth, LLC
● SEC registered since 2024CRD 331996SEC# 801-130771Bethlehem, PA
Reg. AUM
$339.4M
Employees
5
Accounts
143
Location
Bethlehem, PA
Keyvantage Wealth, LLC assets under management
Keyvantage Wealth, LLC is an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 2024. It reports $339.4 million in regulatory assets under management and employs 5 people.
Keyvantage Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaclyn Marie Cornelius Control | Owner | 50-75% | 2024 |
| John Keith Dwyer | Chief Compliance Officer | Under 5% | 2025 |
| Rodman Dehart Young Control | Owner | 50-75% | 2024 |
Frequently asked questions
How much does Keyvantage Wealth, LLC manage?
Keyvantage Wealth, LLC reports $339.4 million in regulatory assets under management on its Form ADV.
How many employees does Keyvantage Wealth, LLC have?
Keyvantage Wealth, LLC reports 5 employees.
Where is Keyvantage Wealth, LLC located?
Keyvantage Wealth, LLC is based in Bethlehem, PA and has been SEC-registered since 2024.
Does Keyvantage Wealth, LLC disclose fund performance?
Keyvantage Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 95 Highland Avenue, Suite 310, Bethlehem, PA 18017 |
| Phone | 484-935-3003 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2050555 |
| Discloses disciplinary history | No |
Regulatory AUM
$339.4M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$339.4Mregulatory AUM
Discretionary $339.4M