SourcingSourcing

KEYVANTAGE WEALTH, LLC

B50
CRD 331996·SEC 801-130771·BETHLEHEM, PA
AUM
$339.4M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KEYVANTAGE WEALTH, LLC
CRD
331996
SEC file #
801-130771
EIN
992971281
DBA names
Keyvantage Wealth Advisors

Economics

AUM
$339.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$301.7M → $339.4M▲ +12%
Client mix
Individuals Other81
Individuals High Net Worth62

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
BETHLEHEM PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
keyvantagewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORNELIUS, JACLYN, MARIE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CORNELIUS, JACLYN, MARIE
YOUNG, RODMAN, DEHART
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KEYVANTAGEWEALTH.COM
Rdap Domain Creation Date
2023-10-11T15:25:30Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002050555
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000153

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
95 HIGHLAND AVENUESUITE 310BETHLEHEM, PA 18017
Business
95 HIGHLAND AVENUESUITE 310BETHLEHEM, PA 18017
Edgar EIN
992971281
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000153
13F-HR2026-02-10 · 0001765380-26-000084
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-10-11T15:25:30Z
Rdap Domain Last Changed
2024-09-08T20:01:35Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4865084
Trust Company Affiliate
No

People (5)

5
CORNELIUS, JACLYN, MARIE
IAR · Direct Owner · 62.5%
4865084
YOUNG, RODMAN, DEHART
IAR · Direct Owner · 62.5%
4463184
JOHN KEITH DWYER
Executive Officer · 2.5%
2551964
Jonathan Lee Ritter
IAR
7058863
SIMONE SANVITO
IAR
7021310