$48.6M Total AUM
$48.6M Disc. AUM
-- 3Y CAGR
1 Employees
168 ADV. Clients
5 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2021
- Office Locations
- 1
Office Locations
9500 Brooktree Road Suite 102 Wexford PA
About KEY Wealth Management, Inc.
Key Wealth Management, Inc. is a Wexford, PA wealth management and financial planning practice led by founder Todd Stepke. The firm emphasizes a client-centered process—understanding goals, life transitions, and risk tolerance—and supports retirement and Social Security planning. Investment work includes evaluating client portfolios with a notable emphasis on ETFs and equities, with custody through LPL Financial.
Team overview
-- AVG AGE
$48.6M AVG AUM / ADVISOR
$289.5K AVG AUM / CLIENT
4.5 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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Investment Themes
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Technology
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Owner & Executives
No owner records available.
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TODD ANDREW STEPKE
Financial Advisor, Founder
- CRD
- #2135928
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,640,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,640,495 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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