DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Keyvantage Wealth Advisors
Legal name Keyvantage Wealth, LLC
Latest filing Mar 23, 2026
First filing on the tape Jun 26, 2024 · 5 filings
SEC status approved since Jul 26, 2024
RAUM
$339M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$339M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$84.8M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$339M as of Mar 23, 2026
Jan 2, 2025$284M then
HNW client RAUM$310M as of Mar 23, 2026
Jan 2, 2025$277M then
State-registered IARs (5.B.3)4 as of Mar 23, 2026
Jan 2, 20254 then
Employees (5.A)5 as of Mar 23, 2026
Jan 2, 20255 then
Private funds: no history
RAUM +12% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- $84.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $85.8M, 107 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$310M91%
- Individuals$29.5M8.7%
- Individual clients
- 81reported
- HNW clients
- 62reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 143reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $85.8M for 107 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Rodman Dehart YoungCertified Financial Planner | Bethlehem, Pa | Aug 5, 2024 | 28 y | 3 |
| Jaclyn Marie CorneliusCertified Financial Planner | Bethlehem, Pa | Aug 5, 2024 | 21 y | 3 |
| Simone Sanvito | Bethlehem, Pa | Aug 5, 2024 | 10 y | 2 |
| Jonathan Lee RitterCertified Financial Planner | Bethlehem, Pa | Aug 26, 2024 | 13 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jonathan Lee Ritter from Valley National Advisers IncAug 26, 2024 · RIA to a newly registered adviser
- Rodman Dehart Young from Valley National Advisers IncAug 5, 2024 · RIA to a newly registered adviser
- Jaclyn Marie Cornelius from Valley National Advisers IncAug 5, 2024 · RIA to a newly registered adviser
- Simone Sanvito from Valley National Advisers IncAug 5, 2024 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Valley National Advisers IncAug 6, 2024 · Bethlehem, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Jaclyn Cornelius · Ownercontrolsince 05/2024 · owns 50% to 75%
- Dehart Rodman Young · Ownercontrolsince 05/2024 · owns 50% to 75%
- Allen Christopher Nelson · Chief Compliance Officersince 11/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bethlehem, Pa · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 146 to 143Mar 21, 2025 to Mar 23, 2026
- HNW clients · 102 to 62Mar 21, 2025 to Mar 23, 2026
- Individual clients · 44 to 81Mar 21, 2025 to Mar 23, 2026
- Assets in custody · $16.4M to $85.8MMar 21, 2025 to Mar 23, 2026
- Discretionary RAUM · $302M to $339MMar 21, 2025 to Mar 23, 2026
- HNW RAUM · $292M to $310MMar 21, 2025 to Mar 23, 2026
- Individual RAUM · $9.2M to $29.5MMar 21, 2025 to Mar 23, 2026
- RAUM · $302M to $339MMar 21, 2025 to Mar 23, 2026
- Accounts · 538 to 146Jan 2, 2025 to Mar 21, 2025
- HNW clients · 89 to 102Jan 2, 2025 to Mar 21, 2025
- Individual clients · 49 to 44Jan 2, 2025 to Mar 21, 2025
- Assets in custody · $251M to $16.4MJan 2, 2025 to Mar 21, 2025
- Financial planning clients · 1-10 to 1-10Jan 2, 2025 to Mar 21, 2025
- Discretionary RAUM · $284M to $302MJan 2, 2025 to Mar 21, 2025
- HNW RAUM · $277M to $292MJan 2, 2025 to Mar 21, 2025
- Individual RAUM · $6.8M to $9.2MJan 2, 2025 to Mar 21, 2025
- RAUM · $284M to $302MJan 2, 2025 to Mar 21, 2025
- Accounts · 0 to 538Jun 26, 2024 to Nov 22, 2024
- Advisory employees · 2 to 4Jun 26, 2024 to Nov 22, 2024
- HNW clients · unset to 89.0Jun 26, 2024 to Nov 22, 2024
- Individual clients · unset to 49.0Jun 26, 2024 to Nov 22, 2024
- Assets in custody · unset to 250798499.0Jun 26, 2024 to Nov 22, 2024
- Custody of client assets · false to trueJun 26, 2024 to Nov 22, 2024
- Employees · 2 to 5Jun 26, 2024 to Nov 22, 2024
- Financial planning clients · 0 to 1-10Jun 26, 2024 to Nov 22, 2024
- State-registered IARs · 2 to 4Jun 26, 2024 to Nov 22, 2024
- Discretionary RAUM · $0 to $284MJun 26, 2024 to Nov 22, 2024
- HNW RAUM · unset to 277470163.0Jun 26, 2024 to Nov 22, 2024
- Individual RAUM · unset to 6843449.0Jun 26, 2024 to Nov 22, 2024
- RAUM · $0 to $284MJun 26, 2024 to Nov 22, 2024
Signals
2 dated events
- 4 advisors left Valley National Advisers Inc (Bethlehem, PA) for Keyvantage Wealth Advisors on the same dayAug 6, 2024 · Team lift-out · derived
- Keyvantage Wealth Advisors filed its initial SEC registration (Form ADV)Jun 26, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 484-935-3003reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/keyvantage-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- keyvantagewealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 484-935-3003reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- keyvantagewealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $84.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026