# Key Focus Wealth LLC

> Key Focus Wealth LLC is a state-registered investment advisory firm in San Ramon, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 311827
- Filed as: KEY FOCUS WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311827
- AdvisorCensus page: https://advisorcensus.com/firm/key-focus-wealth-llc-san-ramon-ca-311827

## Quick answers

**How is Key Focus Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Key Focus Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Key Focus Wealth LLC located?**
Key Focus Wealth LLC's principal office is in San Ramon, CA, according to its Form ADV.

**Is Key Focus Wealth LLC registered with the SEC or a state?**
Key Focus Wealth LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311827.

**How much does Key Focus Wealth LLC manage?**
Key Focus Wealth LLC reports $36,400,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Key Focus Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (13); charitable organizations (1).

**Does Key Focus Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311827

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,400,000
- Discretionary: $36,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,400,000 |
| High net worth individuals | 23 | $32,900,000 |
| Investment companies | Not reported | $0 |
| Charitable organizations | 1 | $1,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keyfocuswelath.com
- weitrieu.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Key Focus Wealth LLC (CRD 311827): Form ADV filing data as of October 2026.