KEYSTONE PRIVATE WEALTH

KEYSTONE WEALTH SERVICES, LLC

CRD 301924 · SEC 801-121495

73575 EL PASEO, SUITE 2300, PALM DESERT, CA, 92260, United States

Phone

(760) 818-7020

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$860.7M

Discretionary AUM

$804.3M

Team

11 total employees; 11 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Type	Clients	AUM
Individuals	285	$84.3M
High net worth individuals	246	$666.8M
Corporations/business entities	104	$105.4M

AZ, CA, CO, GA, ID, IL, LA, MN, NV, OR, SC, UT, VA, WA, TX, FL

Official SEC filing: View on IAPD