KEYSTONE WEALTH ADVISORS, INCORPORATED

RIASEC RegisteredEst. 2010

Total AUM

$191M

Discretionary

0% of AUM

Avg account

$3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 153418
Registered since: April 30, 2010
Website: www.keystonewa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI81.92%
Individuals18.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Keystone Wealth Advisors, Incorporated is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and it lists the selection of other advisers among its advisory services. Fee arrangements combine a percentage of assets under management with hourly billing. Keystone does not identify as an active ESG investor. Keystone is organized as a corporation with individual ownership and has been registered with the SEC since 2010. The firm indicates the use of third‑party external managers for portions of client portfolios, which aligns with its role in selecting outside advisers and delegating specialized strategies when appropriate.