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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-23-2010
- Office Locations
- 1
Office Locations
About KEY Wealth Partners, LLC
Key Wealth Partners, LLC is a Lititz, PA RIA providing asset management and financial planning for entrepreneurs and other individuals, including retirement-plan and business-succession guidance and charitable strategies. Portfolios lean heavily on ETFs alongside mutual funds and high-quality bonds, with an emphasis on risk management and tax efficiency. Custodied at Schwab and TIAA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 35.7% is discretionary and 64.3% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $621.1K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full KEY Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID GEORGE NIGGEL
Chief Compliance Officer, Chief Executive Officer, Partner, President
- CRD
- #2165861
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,328,608 | -- |
| Non-Discretionary | $2,398,031 | -- |
| Total | $3,726,639 | -- |
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Separately Managed Accounts
SMA allocation detail is available
KEY Wealth Partners, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.