Key Wealth Partners, Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 153231
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ADV data as of Feb 05, 2026
- Regulatory AUM
- $3.7M
- Discretionary
- $1.3M
- Clients
- 6
- Avg AUM / client
- $621K
- Accounts
- 8
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $353K | 9.47% |
| High net worth individuals | 2 | $976K | 26.2% |
| Pension and profit sharing plans | 1 | $2.4M | 64.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David George Niggel | Registered representative | Chartered Financial Consultant | Apr 2010 (16y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Newport Group Securities, Inc. $2.0M (55% of AUM) Feb 2026
- Charles Schwab & Co. $976K (26% of AUM) Feb 2026
- Tiaa Cref Individual & Institutional Services, Llc $222K (6% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗