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| Happy Holidays!! thanks for using AUM13F!! |
| Keystone Wealth Services LLC
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| CRD # | 301924 |
| SEC # | 801-121495 |
| CIK # | 0001866189 |
| AUM | $692.1 M (2025-07-23) |
| Employees | 11 (100% Investors, 73% Brokers) |
| Phone | 760-818-7020 |
| Address | 73575 El Paseo Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001866189 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.2 | ||
| Microsoft Corp | 12.3 | ||
| Nvidia Corp | 10.8 | ||
| Costco Wholesale Corp /NEW | 8.6 | ||
| Exxon Mobil Corp | 5.8 | ||
| Amazon Com Inc | 5.0 | ||
| Conocophillips | 4.9 | ||
| Wells Fargo & Co/MN | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 72.8 |
| (b) Individuals (high net worth individuals) | 241 | 552.7 |
| (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 | 3.4 |
| (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 | 42 | 62.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,308 | 692.1 |
| By Discretionary | ||
| Discretionary | 1,236 | 673.7 |
| Non-Discretionary | 72 | 18.4 |
| Total | 1,308 | 692.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 690.3 | |
| Total | 1,308 | 692.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001866189] |
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|---|---|---|
|
Veracity Capital LLC
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GA | 0.7 |
|
DL Carlson Investment Group Inc
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NH | 0.7 |
|
American Wealth Management
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Marathon Capital Management LLC
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MD | 0.7 |
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Seneca Financial Advisors LLC
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NY | 0.7 |
|
Blue Edge Capital LLC
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VA | 0.7 |
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RMG Wealth Management LLC
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WI | 0.7 |
|
Gratus Wealth Advisors LLC
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|
VA | 0.7 |
|
Lipe & Dalton Inc
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|
NY | 0.7 |
|
Parisi Gray Wealth Management LLC
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|
NJ | 0.7 |