Overview
Assets Under Management: $692 million
Headquarters: PALM DESERT, CA
High-Net-Worth Clients: 241
Average Client Assets: $2 million
Frequently Asked Questions
KEYSTONE WEALTH SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301924), KEYSTONE WEALTH SERVICES, LLC is subject to fiduciary duty under federal law.
KEYSTONE WEALTH SERVICES, LLC is headquartered in PALM DESERT, CA.
KEYSTONE WEALTH SERVICES, LLC serves 241 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, KEYSTONE WEALTH SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KEYSTONE WEALTH SERVICES, LLC manages $692 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, KEYSTONE WEALTH SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,308
Discretionary Accounts: 1,236
Non-Discretionary Accounts: 72
Regulatory Filings
CRD Number: 301924
Last Filing Date: 2025-01-24 00:00:00
Website: https://keystonepw.com