← Back to searchVisit website
KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418 · SEC 801-71355
2640 EAGAN WOODS DRIVE, EAGAN, MN, 55121, United States
Phone
612-465-8118
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.4M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $41.9M |
| High net worth individuals | 25 | $159.5M |
States served
MN, FL
All web addresses on file
Official SEC filing: View on IAPD