Key Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
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
9500 Brooktree Road, Suite 102
Wexford PA 15090
Advisors at this office
1
Most active in
Indiana · Pennsylvania
Also doing business as
Key Wealth · Key Wealth Management · Key Wealth Management, Inc. · Kwm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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