$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2021
- Office Locations
- 1
Office Locations
2603 Camino Ramon Suite 418 SAN Ramon CA
About KEY Focus Wealth LLC
KEY Focus Wealth LLC is a SAN Ramon-based RIA. The firm has been operating for 5 years. Managing $36.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$36.4M AVG AUM / ADVISOR
$957.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
HUY GIA TRIEU
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #4501087
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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