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Key Wealth Advisors
AddedFeb 20, 2024
UpdatedJun 28, 2026
Key Wealth Advisors

Key Wealth Advisors

Operating

Key Wealth Advisors: A full-service wealth management firm offering independent advice on diverse assets.

Location
New York City, NY, US
Founded
2021
Firm
Compare
Portfolio
Employees
Website

Key Wealth Advisors is a full-service wealth management firm offering independent advice on diverse assets. The company provides guidance across traditional and non-traditional investment opportunities, catering to clients seeking comprehensive financial management solutions.

Key Wealth Advisors has demonstrated involvement in post-IPO equity rounds, as evidenced by their investment in Twitter. This participation in a high-profile tech company suggests the firm's capability to engage with established, publicly-traded entities. Their approach likely combines strategic financial planning with tailored investment strategies to meet individual client needs.

Key Wealth Advisors - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count0
Total Portfolio Exits1

Top Investment Stages

Post Ipo Equity1 (100.0%)

Stage Mix

Post Ipo Equity 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Twitter logo

Twitter

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Key Wealth Advisors - Classification

Also Known As
  • KEY Wealth Advisors LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 12 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end