About Key Wealth Advisors LLC
<p>Founded in 2002, this SEC-registered investment advisor works from Manhattan in the New York City metro and supports clients in other states, including Delaware.</p> <p>Key Wealth Advisors LLC reports $0.1B in assets under management (2026). The firm focuses on high-net-worth individuals and provides ongoing advice that combines investment management with planning around wealth preservation and longer-term goals.</p> <p>Services cover financial planning, portfolio management, and legacy planning. While the website listed, key.com, is associated with KeyBank, Key Wealth Advisors LLC operates as a separate registered entity.</p> <p>What sets the firm apart is its dedicated service model aimed at long-term client relationships rather than one-time planning engagements.</p> <ul> <li>Registered investment advisor (RIA) with SEC registration</li> <li>Investment management and portfolio oversight</li> <li>Financial planning and wealth preservation strategies</li> <li>Legacy and long-term goal planning</li> <li>Works with high-net-worth individuals</li> </ul>
Website: https://www.key.com/wealth.html
Office Locations
- New York, NY (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $100.0M