RIA Intel›Advisers›Pennsylvania›KEY WEALTH MANAGEMENT, INC.

KEY WEALTH MANAGEMENT, INC.

Advisory

WEXFORD, PA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in PA

#1,048

of 1,528 advisers by AUM

Average account

$186K

across 262 accounts

AUM per adviser

$49M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$49M

Discretionary %

100%

Clients

168

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients168

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN, PA

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

168 clients

13 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 PA

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

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-2.8% 1Y

DRUCKER & SCACCETTI CAPITAL MARKETS, INC.

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RENAISSANCE WEALTH MANAGEMENT, LLC

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$49M

NICHE INVESTMENT ADVISORS LLC

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$48M

ODYSSEUS CAPITAL MANAGEMENT, LTD

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