KEYSTONE WEALTH ADVISORS, LLC
Legal name: KEYSTONE WEALTH ADVISORS
CRD #158234 SEC #801-79615 LOGAN, UT 435-713-4220
SEC Registered
Total AUM
$31.6M
Discretionary
$31.6M
Employees
4
Clients
0
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $31.6M | $31.6M | $0 | 3 | 0 |
| Aug 2020 | $31.6M | $31.6M | $0 | 3 | 0 |
| Aug 2020 | $31.6M | $31.6M | $0 | 3 | 0 |
| Jul 2020 | $31.6M | $31.6M | $0 | 4 | 0 |
| Jun 2020 | $31.6M | $31.6M | $0 | 4 | 0 |
| May 2020 | $31.6M | $31.6M | $0 | 4 | 0 |
| Apr 2020 | $31.6M | $31.6M | $0 | 4 | 0 |
| Mar 2020 | $31.6M | $31.6M | $0 | 4 | 0 |
| May 2019 | $35.9M | $35.9M | $0 | 5 | 0 |
| Mar 2019 | $35.9M | $35.9M | $0 | 5 | 0 |
| Nov 2018 | $45.8M | $43M | $2.7M | 6 | 0 |
| Apr 2018 | $45.8M | $43M | $2.7M | 5 | 0 |
| Mar 2018 | $45.8M | $43M | $2.7M | 4 | 0 |
| Mar 2018 | $45.8M | $43M | $2.7M | 4 | 0 |
| Jul 2017 | $51.4M | $51.4M | $0 | 4 | 300 |
| Mar 2017 | $51.4M | $51.4M | $0 | 4 | 300 |
| Sep 2016 | $127M | $100.6M | $26.5M | 6 | 300 |
| Mar 2016 | $127M | $100.6M | $26.5M | 6 | 300 |
| Aug 2015 | $159.6M | $113.2M | $46.4M | 6 | 300 |
| Mar 2015 | $159.6M | $113.2M | $46.4M | 6 | 300 |
| Nov 2014 | $67M | $67M | $0 | 6 | 300 |
| Nov 2014 | $67M | $67M | $0 | 6 | 300 |
| Aug 2014 | $67M | $67M | $0 | 5 | 300 |
| Jul 2014 | $670M | $670M | $0 | 5 | 300 |
| May 2014 | $75.5M | $59.4M | $16.1M | 5 | 300 |
| Apr 2014 | $75.5M | $59.4M | $16.1M | 5 | 300 |
DateSep 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$45.8M
Discretionary$43M
Non-Disc.$2.7M
Employees6
Clients0
DateApr 2018
Total AUM$45.8M
Discretionary$43M
Non-Disc.$2.7M
Employees5
Clients0
DateMar 2018
Total AUM$45.8M
Discretionary$43M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2018
Total AUM$45.8M
Discretionary$43M
Non-Disc.$2.7M
Employees4
Clients0
DateJul 2017
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees4
Clients300
DateSep 2016
Total AUM$127M
Discretionary$100.6M
Non-Disc.$26.5M
Employees6
Clients300
DateMar 2016
Total AUM$127M
Discretionary$100.6M
Non-Disc.$26.5M
Employees6
Clients300
DateAug 2015
Total AUM$159.6M
Discretionary$113.2M
Non-Disc.$46.4M
Employees6
Clients300
DateMar 2015
Total AUM$159.6M
Discretionary$113.2M
Non-Disc.$46.4M
Employees6
Clients300
DateNov 2014
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees6
Clients300
DateNov 2014
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees6
Clients300
DateAug 2014
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients300
DateJul 2014
Total AUM$670M
Discretionary$670M
Non-Disc.$0
Employees5
Clients300
DateMay 2014
Total AUM$75.5M
Discretionary$59.4M
Non-Disc.$16.1M
Employees5
Clients300
DateApr 2014
Total AUM$75.5M
Discretionary$59.4M
Non-Disc.$16.1M
Employees5
Clients300