# Key Wealth Advisors LLC
Source: https://planprovider.pro/provider/key-wealth-advisors-llc

> Founded in 2002, this SEC-registered investment advisor works from Manhattan in the New York City metro and supports clients in other states, including Delaw…

Retirement Plan Advisor

New York, NY

## 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](https://www.key.com/wealth.html)

## Office Locations

- New York, NY (Headquarters)

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $100.0M

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