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
Firm Details
- Organization Type
- Other (specify) (S-CORPORATION)
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECKER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| BECKER, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BECKER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| BECKER, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BECKER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| BECKER, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 18, 2025 REGISTERED
Notice Filings (3)
IA MN TX
Address
999 HOME PLAZASUITE 100G
WATERLOO, IA 50701
United States
Phone: (319) 883-3096