# Keyvantage Wealth Advisors

> Keyvantage Wealth Advisors is an SEC-registered investment advisory firm in Bethlehem, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 331996
- Filed as: KEYVANTAGE WEALTH ADVISORS
- Legal name: Keyvantage Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethlehem, PA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331996
- AdvisorCensus page: https://advisorcensus.com/firm/keyvantage-wealth-advisors-bethlehem-pa-331996

## Quick answers

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

**Where is Keyvantage Wealth Advisors located?**
Keyvantage Wealth Advisors' principal office is in Bethlehem, PA, according to its Form ADV.

**Is Keyvantage Wealth Advisors registered with the SEC or a state?**
Keyvantage Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331996.

**How much does Keyvantage Wealth Advisors manage?**
Keyvantage Wealth Advisors reports $339,374,782 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Keyvantage Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Keyvantage Wealth Advisors: Regulatory assets under management: $0 in the October 2024 data and $339,374,782 in the October 2026 data. Total employees: 2 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keyvantage Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (62).

**Which custodians does Keyvantage Wealth Advisors use?**
Keyvantage Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Keyvantage Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331996

**Does Keyvantage Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "The Firm has a $500,000 minimum account size. Minimum account requirement may be waived at the Firm’s discretion."

**What changed in Keyvantage Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $301,699,661 to $339,374,782 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The Firm has a $500,000 minimum account size. Minimum account requirement may be waived at the Firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $339,374,782
- Discretionary: $339,374,782
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $29,499,995 |
| High net worth individuals | 62 | $309,874,787 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, SC, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keyvantagewealth.com
- LinkedIn @keyvantage-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | June 26, 2024 |
| October 2025 | $301,699,661 | 5 | March 21, 2025 |
| October 2026 | $339,374,782 | 5 | March 23, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $339,374,782 in the October 2026 data.
Total employees: 2 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $301,699,661 to $339,374,782 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keyvantage Wealth Advisors (CRD 331996): Form ADV filing data as of October 2026.