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| Keyvantage Wealth LLC
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|---|---|
| CRD # | 331996 |
| SEC # | 801-130771 |
| CIK # | 0002050555 |
| AUM | 339.4 M (2026-03-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 484-935-3003 |
| Address | 95 Highland Avenue Bethlehem, PA 18017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Apple Inc | 3.3 | ||
| International Business Machines Corp | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.2 | ||
| Lam Research Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 29.5 |
| (b) Individuals (high net worth individuals) | 62 | 309.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 339.4 |
| By Discretionary | ||
| Discretionary | 143 | 339.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 339.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.4 | |
| Total | 143 | 339.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050555] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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LENK Ladner Investment Solutions LLC
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