KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD #153418 SEC #801-71355 MINNEAPOLIS, MN 612-465-8118
SEC Registered
Total AUM
$191.4M
Discretionary
$0
Employees
3
Clients
26
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $191.4M | $0 | $191.4M | 3 | 69 |
| Jul 2025 | $191.4M | $0 | $191.4M | 4 | 69 |
| Jun 2024 | $147.8M | $0 | $147.8M | 4 | 5 |
| Jan 2024 | $156.9M | $20.7M | $136.2M | 5 | 7 |
| Jul 2023 | $156.9M | $20.7M | $136.2M | 3 | 7 |
| Jun 2022 | $125M | $0 | $125M | 3 | 7 |
| Jun 2021 | $100.1M | $0 | $100.1M | 2 | 7 |
| Jun 2020 | $93.4M | $0 | $93.4M | 2 | 7 |
| May 2020 | $93.4M | $0 | $93.4M | 2 | 7 |
| Nov 2019 | $166.9M | $0 | $166.9M | 2 | 0 |
| Jul 2019 | $166.9M | $0 | $166.9M | 2 | 0 |
| Jan 2019 | $96.9M | $0 | $96.9M | 2 | 1 |
| Jul 2018 | $96.9M | $0 | $96.9M | 3 | 1 |
| Jun 2017 | $95.4M | $0 | $95.4M | 3 | 26 |
| Jul 2016 | $142M | $0 | $142M | 4 | 26 |
| May 2015 | $185M | $0 | $185M | 3 | 26 |
| May 2014 | $160.8M | $0 | $160.8M | 3 | 26 |
| Mar 2014 | $120.5M | $0 | $120.5M | 2 | 26 |
| Jan 2014 | $120.5M | $0 | $120.5M | 2 | 26 |
| Nov 2013 | $120.5M | $0 | $120.5M | 2 | 26 |
| Aug 2013 | $120.5M | $0 | $120.5M | 2 | 26 |
| Jun 2012 | $125M | $835K | $124.2M | 1 | 26 |
| May 2012 | $125M | $835K | $124.2M | 1 | 26 |
| Mar 2012 | $125M | $835K | $124.2M | 1 | 26 |
| Feb 2011 | $135M | $0 | $135M | 5 | -- |
| Jan 2011 | $34M | $2M | $32M | 5 | -- |
| Oct 2010 | $34M | $2M | $32M | 5 | -- |
| Jul 2010 | $32M | $0 | $32M | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$191.4M
Discretionary$0
Non-Disc.$191.4M
Employees3
Clients69
DateJul 2025
Total AUM$191.4M
Discretionary$0
Non-Disc.$191.4M
Employees4
Clients69
DateJun 2024
Total AUM$147.8M
Discretionary$0
Non-Disc.$147.8M
Employees4
Clients5
DateJan 2024
Total AUM$156.9M
Discretionary$20.7M
Non-Disc.$136.2M
Employees5
Clients7
DateJul 2023
Total AUM$156.9M
Discretionary$20.7M
Non-Disc.$136.2M
Employees3
Clients7
DateJun 2022
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees3
Clients7
DateJun 2021
Total AUM$100.1M
Discretionary$0
Non-Disc.$100.1M
Employees2
Clients7
DateJun 2020
Total AUM$93.4M
Discretionary$0
Non-Disc.$93.4M
Employees2
Clients7
DateMay 2020
Total AUM$93.4M
Discretionary$0
Non-Disc.$93.4M
Employees2
Clients7
DateNov 2019
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees2
Clients0
DateJul 2019
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees2
Clients0
DateJan 2019
Total AUM$96.9M
Discretionary$0
Non-Disc.$96.9M
Employees2
Clients1
DateJul 2018
Total AUM$96.9M
Discretionary$0
Non-Disc.$96.9M
Employees3
Clients1
DateJun 2017
Total AUM$95.4M
Discretionary$0
Non-Disc.$95.4M
Employees3
Clients26
DateJul 2016
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees4
Clients26
DateMay 2015
Total AUM$185M
Discretionary$0
Non-Disc.$185M
Employees3
Clients26
DateMay 2014
Total AUM$160.8M
Discretionary$0
Non-Disc.$160.8M
Employees3
Clients26
DateMar 2014
Total AUM$120.5M
Discretionary$0
Non-Disc.$120.5M
Employees2
Clients26
DateJan 2014
Total AUM$120.5M
Discretionary$0
Non-Disc.$120.5M
Employees2
Clients26
DateNov 2013
Total AUM$120.5M
Discretionary$0
Non-Disc.$120.5M
Employees2
Clients26
DateAug 2013
Total AUM$120.5M
Discretionary$0
Non-Disc.$120.5M
Employees2
Clients26
DateJun 2012
Total AUM$125M
Discretionary$835K
Non-Disc.$124.2M
Employees1
Clients26
DateMay 2012
Total AUM$125M
Discretionary$835K
Non-Disc.$124.2M
Employees1
Clients26
DateMar 2012
Total AUM$125M
Discretionary$835K
Non-Disc.$124.2M
Employees1
Clients26
DateFeb 2011
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees5
Clients--
DateJan 2011
Total AUM$34M
Discretionary$2M
Non-Disc.$32M
Employees5
Clients--
DateOct 2010
Total AUM$34M
Discretionary$2M
Non-Disc.$32M
Employees5
Clients--
DateJul 2010
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--