$3.7M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-2010
- Office Locations
- 1
Office Locations
-- Lititz PA
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.
Team overview
54 AVG AGE
$3.7M AVG AUM / ADVISOR
$621.1K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID GEORGE NIGGEL
Chief Compliance Officer, Chief Executive Officer, Partner, President
- CRD
- #2165861
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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