Key Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,640,495
Clients
168
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
168
Very HighAverage account size
$289,527
About
Key Wealth Management serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and charities, providing financial planning, discretionary and non‑discretionary investment management, and retirement/pension plan consulting. The firm is a single‑advisor independent RIA managing roughly $48.6 million in discretionary assets across about 168 client relationships.
The firm’s process begins with a discovery‑based financial planning exercise to determine goals, risk tolerance and a target asset mix, then constructs customized portfolios using a strategic asset allocation methodology and proprietary tools. Portfolios may include mutual funds, ETFs, domestic and foreign equities, fixed income, alternatives and crypto exposures, and Key Wealth Management monitors and rebalances accounts on an ongoing basis; with client approval the firm may use margin as a rebalancing tool and may incorporate third‑party money managers.
Notably, Key Wealth Management provides retirement/pension plan consulting and can act in ERISA fiduciary roles (3(21) and/or 3(38)) for plans, a service set less common among solo independent advisers. The brochure also discloses a 2024 regulatory finding relating to inadequate written policies for inverse ETFs, and the firm indicates a preference for using LPL as a custodian and source of research and practice‑support services.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,000+: Negotiated
Fee-only: Fees are negotiated and based on asset levels as per tiered schedule; no commissions.
Main office location
Key Wealth Management, Inc.
9500 Brooktree Road, Suite 102
Wexford PA 15090, United States
Number of offices
1
Most active in
Key Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Indiana · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")