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KEYSTONE WEALTH MANAGEMENT SERVICES INC
CRD 262789
535 BALTIMORE PIKE, GLEN MILLS, PA, 19342, United States
Phone
610-765-6008
Fax
610-361-8398
Registration
— (—)
Source
State registered
Total AUM
$77.7M
Discretionary AUM
$77.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.5M |
| High net worth individuals | 2 | $10.7M |
| Corporations/business entities | 28 | $65.5M |
Official SEC filing: View on IAPD