RIA Intel›Advisers›California›KEY FOCUS WEALTH LLC

KEY FOCUS WEALTH LLC

Advisory

SAN RAMON, CA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CA

#3,776

of 5,480 advisers by AUM

Average account

$461K

across 79 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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HAYES & ASSOCIATES ACCOUNTANCY CORP

$36M

$36M

RANDY MEYER INVESTMENT MANAGEMENT, LLC

$36M

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