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KEYSTONE PRIVATE WEALTH
Legal name: KEYSTONE WEALTH SERVICES, LLC
CRD 301924File 801-121495
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$860.7M
Above cohort median (national)
Discretionary AUM
$804.3M
Non-discretionary $56.4M
Clients
635
1,542 accounts
Employees
11
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 22, 2021
- Principal office
- 73575 EL PASEO, SUITE 2300, PALM DESERT, CA, 92260
- Phone
- (760) 818-7020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $860.7M
- Discretionary AUM
- $804.3M
- Non-discretionary AUM
- $56.4M
- Discretionary accounts
- 1,477
- Non-discretionary accounts
- 65
- Total accounts
- 1,542
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 104 | $105.4M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 246 | $666.8M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 285 | $84.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.