KEYVANTAGE WEALTH ADVISORS
Firm details
- Headquarters
- BETHLEHEM, Pennsylvania
- CRD number
- 331996
- Registered since
- July 26, 2024
- Website
- www.keyvantagewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.31%
- Individuals8.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Keyvantage Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Keyvantage is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant. The firm lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- Other9%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1RODMAN YOUNG
Co-Founder & CEOCRD 4463184
Contacts
3 of 4Jonathan Ritter
Senior Financial Planning SpecialistCRD 7058863
SIMONE SANVITO
Financial AdvisorCRD 7021310
JOHN DWYER
Investment AdvisorCRD 2551964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$189M in ETFs
74%
$140M
26%
$49.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $28.1M | 1,136,035 | 14.85% |
Location
BETHLEHEM, PA
NORTHAMPTON
Location
BETHLEHEM, PA
Headquartered in BETHLEHEM, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- NORTHAMPTON
- Address
- 95 Highland Ave
- Time zone
- ET (UTC-5)
- Office locations
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