Keystone Private Wealth

RIASEC Registered

Total AUM

$861M

Discretionary

$804M

93% of AUM

Avg account

$558K

Accounts

1,542

Employees

Advisory reps

Firm details

Headquarters: Palm Desert, California
CRD number: 301924
Registered since: June 22, 2021
Website: www.keystoneprivatewealth.com
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

FINTRX

Overview

Keystone Private Wealth is an independent registered investment adviser that began SEC registration in 2021. Operated as a limited liability company and owned by an individual, the firm serves both high-net-worth individuals and families as well as institutional clients. Keystone positions itself as a capital allocator and offers a mix of fee arrangements including a percentage of assets under management, hourly billing, and fixed fees. Advisory services listed include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. The firm does not identify as an active ESG investor.