KEYSTONE PRIVATE WEALTH
Firm details
- Headquarters
- PALM DESERT, California
- CRD number
- 301924
- Registered since
- June 22, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.48%
- Corporations / Businesses12.24%
- Individuals9.79%
- Pension & Profit Sharing Plans0.35%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Keystone Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator that uses outside managers. Its compensation model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Services listed on the firm’s ADV emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Keystone is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities20%
- US Government Bonds18%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds7%
Contacts
3 of 11Kelli Cox
CRD 7417895
SHATTUCK LAMM
Partner and Senior Financial AdvisorCRD 4281570
Robert Valenzuela
Senior Financial AdvisorCRD 5956818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 256Active vs passive
$378M in ETFs
51%
$193M
43%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.9M | 41,109 | 7.10% |
Location
PALM DESERT, CA
RIVERSIDE
Location
PALM DESERT, CA
Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 73575 El Paseo
- Time zone
- PT (UTC-8)
- Office locations
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