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| Keystone Wealth Services LLC
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|---|---|
| CRD # | 301924 |
| SEC # | 801-121495 |
| CIK # | 0001866189 |
| AUM | 860.7 M (2026-02-09) |
| Employees | 11 (100% Investors, 55% Brokers) |
| Phone | 760-818-7020 |
| Address | 73575 El Paseo Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.1 | ||
| Nvidia Corp | 13.0 | ||
| Microsoft Corp | 9.4 | ||
| Chevron Corp | 8.6 | ||
| Costco Wholesale Corp /NEW | 7.7 | ||
| Conocophillips | 7.1 | ||
| Seagate Technology PLC | 5.4 | ||
| Amazon Com Inc | 4.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 84.3 |
| (b) Individuals (high net worth individuals) | 246 | 666.8 |
| (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 | 3.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 104 | 105.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,542 | 860.7 |
| By Discretionary | ||
| Discretionary | 1,477 | 804.3 |
| Non-Discretionary | 65 | 56.4 |
| Total | 1,542 | 860.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 858.6 | |
| Total | 1,542 | 860.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001866189] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Wealthcare Investment Partners LLC
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Cambient Family Office LLC
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