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 RIA structured as an LLC that works primarily with individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is registered with the SEC (registered in 2024) and is owned by an individual principal. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Rodman Young
Co-Founder & CEOCRD 4463184
Contacts
3 of 4
Jonathan 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 42Active vs passive
$213M in ETFs
76%
$162M
24%
$50.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $32.2M | 1,162,822 | 15.13% |
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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