| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaclyn Marie Cornelius Control | Owner | 50-75% | 2024 |
| John Keith Dwyer | Chief Compliance Officer | Under 5% | 2025 |
| Rodman Dehart Young Control | Owner | 50-75% | 2024 |
Keyvantage Wealth, LLC reports $301.7 million in regulatory assets under management on its Form ADV.
Keyvantage Wealth, LLC reports 5 employees.
Keyvantage Wealth, LLC is based in Bethlehem, PA and has been SEC-registered since 2024.
Keyvantage Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 95 Highland Avenue, Suite 310, Bethlehem, PA 18017 |
| Phone | 484-935-3003 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2050555 |
| Discloses disciplinary history | No |
| Discretionary | $301.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $301.7M |