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

Clients

Accounts

1,308

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 23, 2025
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
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	D	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LAMM, SHATTUCK, FRANKLIN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	C	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	C	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	C	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	C	Control
THATCHER, MARK, WILLIAM	I	MANAGING MEMBER	C	Control

Registrations

Federal

Jul 23, 2025 REGISTERED

Notice Filings (15)

AZ CA CO FL GA ID LA MN NV OR SC TX UT VA WA

Address

73575 EL PASEO
SUITE 2300
PALM DESERT, CA 92260
United States

Phone: (760) 818-7020