Key Wealth Partners, LLC

Key Wealth Partners, LLC (CRD# 153231) is a financial advisory firm headquartered in , . They manage $2,109,373 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $703,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Key Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David G. Niggel
CRD#: 2165861
Lititz, PA
96
Wealthminder
score

David Niggel (CRD# 2165861) is an Investment Advisor Representative working at Key Wealth Partners, LLC in Lititz, PA and has over 25 years of experience in the finance industry.

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