|
⚲
|
| Keystone Wealth Advisors Incorporated
✚
|
|
|---|---|
| CRD # | 153418 |
| SEC # | 801-71355 |
| CIK # | |
| AUM | $201.4 M (2026-06-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 612-465-8118 |
| Address | 2640 Eagan Woods Drive Eagan, MN 55121 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 41.9 |
| (b) Individuals (high net worth individuals) | 25 | 159.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 201.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 66 | 201.4 |
| Total | 66 | 201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.4 | |
| Total | 66 | 201.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abbington Investment Group LLC
✚
|
ME | 0.2 |
|
KCD Financial Inc
✚
|
WI | 0.2 |
|
J M Brown & Associates Inc
✚
|
OK | 0.2 |
|
Wealth Advisors LLC
✚
|
OH | 0.2 |
|
Clearview Wealth Advisors LLC
✚
|
OR | 0.2 |
|
Brasil Plural Investment Advisor LLC
✚
|
FL | 0.2 |
|
Saul Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Upper Left Wealth Management LLC
✚
|
0.2 | |
|
Stride Investments LLC
✚
|
IL | 0.2 |