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| Happy Holidays!! thanks for using AUM13F!! |
| Keystone Wealth Management Inc
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| CRD # | 304133 |
| SEC # | 801-134233 |
| CIK # | |
| AUM | $130.2 M (2025-07-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 319-883-3096 |
| Address | 999 Home Plaza Waterloo, IA 50701 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 50.1 |
| (b) Individuals (high net worth individuals) | 34 | 64.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 130.2 |
| By Discretionary | ||
| Discretionary | 536 | 114.3 |
| Non-Discretionary | 9 | 15.9 |
| Total | 545 | 130.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.2 | |
| Total | 545 | 130.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Wealth Management LLC
✚
|
TX | 0.1 |
|
TNL Asset Management LLC
✚
|
CO | 0.1 |
|
Marathon Strategic Advisors LLC
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PA | 0.1 |
|
Grand Central Investment Group LLC
✚
|
FL | 0.1 |
|
Prakash Investment Advisors LLC
✚
|
0.1 | |
|
917 Advisory Services LLC
✚
|
WA | 0.1 |
|
Independent Financial Advisors Inc
✚
|
AR | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.1 |