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KEYSTONE WEALTH MANAGEMENT
KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133 · SEC 801-134233
999 HOME PLAZA, SUITE 100G, WATERLOO, IA, 50701, United States
Phone
(319) 883-3096
Fax
(888) 369-7483
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.4M
Discretionary AUM
$120.4M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $46.8M |
| High net worth individuals | 43 | $73.6M |
| Pension/profit sharing plans | 5 | $17.0M |
States served
IA, MN, TX
All web addresses on file
Official SEC filing: View on IAPD