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KEYSTONE WEALTH MANAGEMENT
Legal name: KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133File 801-134233
APPROVED
Retail clients
Custody
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$137.4M
Bottom 25% of cohort (national)
Discretionary AUM
$120.4M
Non-discretionary $17.0M
Clients
212
533 accounts
Employees
2
Bottom 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 30, 2025
- Principal office
- 999 HOME PLAZA, SUITE 100G, WATERLOO, IA, 50701
- Phone
- (319) 883-3096
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $137.4M
- Discretionary AUM
- $120.4M
- Non-discretionary AUM
- $17.0M
- Discretionary accounts
- 528
- Non-discretionary accounts
- 5
- Total accounts
- 533
- AUM per client
- $648K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $73.6M |
| Pension and profit sharing plans | 5 | $17.0M |
| Individuals (other than high net worth individuals) | 164 | $46.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- 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.