Investment adviser · CRD 171811
KEYSTONE WEALTH PARTNERS LLC
Investment adviser filing (IA)
KEYSTONE WEALTH PARTNERS, LLC
CHANDLER, AZ, United States · Form ADV filed Jan 25, 2022
- Regulatory AUM
- $644M Form ADV · Item 5.F
- Client accounts
- 3,407 Accounts, not individual clients
- Employees
- 32 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,057 | $407,570,602 | 63.3% |
| High-net-worth individuals | 126 | $236,705,452 | 36.7% |
Filing source
Form ADV 1595349 · Jan 25, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 25, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2701 W QUEEN CREEK RD, STE #3CHANDLER, AZ, 85248, United States
CRD 171811
Filing source
Form ADV 1595349 · Jan 25, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.