KEYSTONE WEALTH MANAGEMENT INC.
Legal name: KEYSTONE WEALTH MANAGEMENT
CRD #304133 SEC #801-134233 WATERLOO, IA (319) 883-3096
SEC Registered
Total AUM
$130.2M
Discretionary
$114.3M
Employees
2
Clients
1
Accounts
545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $130.2M | $114.3M | $15.9M | 2 | 5 |
| Jul 2025 | $130.2M | $114.3M | $15.9M | 2 | 5 |
| Apr 2024 | $104.1M | $87.6M | $16.5M | 2 | 0 |
DateSep 2025
Total AUM$130.2M
Discretionary$114.3M
Non-Disc.$15.9M
Employees2
Clients5
DateJul 2025
Total AUM$130.2M
Discretionary$114.3M
Non-Disc.$15.9M
Employees2
Clients5
DateApr 2024
Total AUM$104.1M
Discretionary$87.6M
Non-Disc.$16.5M
Employees2
Clients0