|
⚲
|
| Keystone Wealth Advisors Incorporated
✚
|
|
|---|---|
| CRD # | 153418 |
| SEC # | 801-71355 |
| CIK # | |
| AUM | $191.4 M (2025-07-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 612-465-8118 |
| Address | 150 South Fifth Street Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 34.6 |
| (b) Individuals (high net worth individuals) | 33 | 156.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 191.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 64 | 191.4 |
| Total | 64 | 191.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.4 | |
| Total | 64 | 191.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
Jericho Financial LLP
✚
|
OH | 0.2 |
|
Ward & Associates
✚
|
CA | 0.2 |
|
Harbour Wealth Management Group Inc
✚
|
SC | 0.2 |
|
Haverdink Financial Management LLC
✚
|
MI | 0.2 |
|
Wernau Asset Management Inc
✚
|
MA | 0.2 |
|
Ball & Company Wealth Management Inc
✚
|
0.2 | |
|
Williams Financial LLC
✚
|
VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
Trend Trade Pro LLC
✚
|
CA | 0.2 |