KEYSTONE WEALTH SERVICES, LLC
Legal name: KEYSTONE PRIVATE WEALTH
CRD #301924 SEC #801-121495 PALM DESERT, CA (760) 818-7020
SEC Registered
Total AUM
$692.1M
Discretionary
$673.7M
Employees
11
Clients
0
Accounts
1,308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $692.1M | $673.7M | $18.4M | 11 | 0 |
| Jan 2025 | $692.1M | $673.7M | $18.4M | 11 | 0 |
| Jan 2024 | $534.4M | $513.1M | $21.3M | 10 | 0 |
| Jan 2024 | $534.4M | $513.1M | $21.3M | 10 | 0 |
| Jan 2024 | $534.4M | $513.1M | $21.3M | 10 | 0 |
| Nov 2023 | $416.7M | $415.6M | $1.2M | 10 | 0 |
| Oct 2023 | $416.7M | $415.6M | $1.2M | 10 | 0 |
| Sep 2023 | $416.7M | $415.6M | $1.2M | 10 | 0 |
| Sep 2023 | $416.7M | $415.6M | $1.2M | 10 | 0 |
| Jan 2023 | $416.7M | $415.6M | $1.2M | 10 | 0 |
| Jan 2023 | $394.6M | $394.6M | $0 | 9 | 0 |
| Jun 2022 | $394.6M | $394.6M | $0 | 9 | 0 |
| Feb 2022 | $394.6M | $394.6M | $0 | 9 | 0 |
| Dec 2021 | $142.3M | $142.3M | $0 | 6 | 0 |
| Aug 2021 | $142.3M | $142.3M | $0 | 6 | 0 |
| Jul 2021 | $142.3M | $142.3M | $0 | 6 | 0 |
| Jun 2021 | $142.3M | $142.3M | $0 | 6 | 0 |
| Jun 2021 | $142.3M | $142.3M | $0 | 5 | 0 |
| Jun 2021 | $142.3M | $142.3M | $0 | 2 | 0 |
| May 2021 | $142.3M | $142.3M | $0 | 2 | 0 |
| May 2021 | $142.3M | $142.3M | $0 | 2 | 0 |
| May 2021 | $142.3M | $142.3M | $0 | 2 | 0 |
DateJul 2025
Total AUM$692.1M
Discretionary$673.7M
Non-Disc.$18.4M
Employees11
Clients0
DateJan 2025
Total AUM$692.1M
Discretionary$673.7M
Non-Disc.$18.4M
Employees11
Clients0
DateJan 2024
Total AUM$534.4M
Discretionary$513.1M
Non-Disc.$21.3M
Employees10
Clients0
DateJan 2024
Total AUM$534.4M
Discretionary$513.1M
Non-Disc.$21.3M
Employees10
Clients0
DateJan 2024
Total AUM$534.4M
Discretionary$513.1M
Non-Disc.$21.3M
Employees10
Clients0
DateNov 2023
Total AUM$416.7M
Discretionary$415.6M
Non-Disc.$1.2M
Employees10
Clients0
DateOct 2023
Total AUM$416.7M
Discretionary$415.6M
Non-Disc.$1.2M
Employees10
Clients0
DateSep 2023
Total AUM$416.7M
Discretionary$415.6M
Non-Disc.$1.2M
Employees10
Clients0
DateSep 2023
Total AUM$416.7M
Discretionary$415.6M
Non-Disc.$1.2M
Employees10
Clients0
DateJan 2023
Total AUM$416.7M
Discretionary$415.6M
Non-Disc.$1.2M
Employees10
Clients0
DateJan 2023
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees9
Clients0
DateDec 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients0