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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| NELSON, GORDON, LEVI | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, JAMES, DON | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| VANDERBEEK, TYLER, JAY | I | MANAGING MEMBER | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| VANDERBEEK, TYLER, JAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| VANDERBEEK, TYLER, JAY | I | MANAGING MEMBER | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
| VANDERBEEK, TYLER, JAY | I | INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019) | C | Control |
Registrations
Federal
IA
Jul 7, 2020 REGISTERED
Notice Filings (2)
ID UT
Address
595 S. RIVERWOODS PKWYSTE 170
LOGAN, UT 84321
United States
Phone: 435-713-4220