|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Keyvantage Wealth LLC
✚
|
|
|---|---|
| CRD # | 331996 |
| SEC # | 801-130771 |
| CIK # | 0002050555 |
| AUM | $301.7 M (2025-03-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 484-935-3003 |
| Address | 95 Highland Avenue Bethlehem, PA 18017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.6 | ||
| Nvidia Corp | 3.9 | ||
| International Business Machines Corp | 3.8 | ||
| Apple Inc | 3.7 | ||
| Amazon Com Inc | 2.6 | ||
| Facebook Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Fortis Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 9.2 |
| (b) Individuals (high net worth individuals) | 102 | 292.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 301.7 |
| By Discretionary | ||
| Discretionary | 146 | 301.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 301.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.7 | |
| Total | 146 | 301.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050555] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortress Financial Group LLC
✚
|
MN | 0.3 |
|
Vesta Wealth Management LLC
✚
|
FL | 0.3 |
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 0.3 |
|
Capstone Wealth Management Inc
✚
|
MT | 0.3 |
|
Prepared Retirement Institute LLC
✚
|
PA | 0.3 |
|
Kessler Investment Group LLC
✚
|
IN | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
Ketron Financial LLC
✚
|
CA | 0.3 |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |
|
EGI Financial Inc
✚
|
OH | 0.3 |