KEYSTONE WEALTH PARTNERS, LLC
Legal name: KEYSTONE WEALTH PARTNERS LLC
CRD #171811 SEC #801-113378 CHANDLER, AZ (480) 782-1034
SEC Registered
Total AUM
$644.3M
Discretionary
$644.3M
Employees
32
Clients
--
Accounts
3,407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $644.3M | $644.3M | $0 | 32 | 2 |
| Jan 2022 | $644.3M | $644.3M | $0 | 32 | 2 |
| Aug 2021 | $453.6M | $453.6M | $0 | 27 | 0 |
| Apr 2021 | $404.4M | $404.4M | $0 | 27 | 0 |
| Feb 2021 | $357.2M | $357.2M | $0 | 25 | 0 |
| Nov 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Nov 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Aug 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Aug 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Jun 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| May 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Mar 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Feb 2020 | $276.8M | $276.8M | $0 | 22 | 0 |
| Oct 2019 | $241.5M | $241.5M | $0 | 21 | 0 |
| Aug 2019 | $214.7M | $214.7M | $0 | 18 | 100 |
| May 2019 | $214.7M | $214.7M | $0 | 18 | 100 |
| May 2019 | $168.1M | $168.1M | $0 | 15 | 0 |
| Mar 2019 | $168.1M | $168.1M | $0 | 15 | 0 |
| Nov 2018 | $136.8M | $129.9M | $6.9M | 8 | 0 |
| Sep 2018 | $136.8M | $129.9M | $6.9M | 8 | 0 |
| Aug 2018 | $136.8M | $129.9M | $6.9M | 7 | 0 |
| Jun 2018 | $103.9M | $85.9M | $18M | 7 | 0 |
| May 2018 | $103.9M | $85.9M | $18M | 7 | 0 |
DateJan 2022
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees32
Clients2
DateJan 2022
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees32
Clients2
DateAug 2021
Total AUM$453.6M
Discretionary$453.6M
Non-Disc.$0
Employees27
Clients0
DateApr 2021
Total AUM$404.4M
Discretionary$404.4M
Non-Disc.$0
Employees27
Clients0
DateFeb 2021
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees25
Clients0
DateNov 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateNov 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateAug 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateAug 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateMay 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateFeb 2020
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees22
Clients0
DateOct 2019
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees18
Clients100
DateMay 2019
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees18
Clients100
DateMay 2019
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees15
Clients0
DateNov 2018
Total AUM$136.8M
Discretionary$129.9M
Non-Disc.$6.9M
Employees8
Clients0
DateSep 2018
Total AUM$136.8M
Discretionary$129.9M
Non-Disc.$6.9M
Employees8
Clients0
DateAug 2018
Total AUM$136.8M
Discretionary$129.9M
Non-Disc.$6.9M
Employees7
Clients0
DateJun 2018
Total AUM$103.9M
Discretionary$85.9M
Non-Disc.$18M
Employees7
Clients0
DateMay 2018
Total AUM$103.9M
Discretionary$85.9M
Non-Disc.$18M
Employees7
Clients0