Keystone Wealth Advisors, Incorporated
● SEC registered since 2010CRD 153418SEC# 801-71355Eagan, MN
Reg. AUM
$201.4M
Employees
3
Accounts
66
Location
Eagan, MN
Keystone Wealth Advisors, Incorporated assets under management
Keystone Wealth Advisors, Incorporated operates as an SEC-registered investment adviser based in Eagan, MN. The firm has been registered since 2010. It reports $201.4 million in regulatory assets under management and employs 3 people.
Keystone Wealth Advisors, Incorporated owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Berthel Andrew Olsen Control | President | 50-75% | 2010 |
| Steven Douglas Carlson Control | Ceo/Chief Compliance Officer | 50-75% | 2010 |
Frequently asked questions
How much does Keystone Wealth Advisors, Incorporated manage?
Keystone Wealth Advisors, Incorporated reports $201.4 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Wealth Advisors, Incorporated have?
Keystone Wealth Advisors, Incorporated reports 3 employees.
Where is Keystone Wealth Advisors, Incorporated located?
Keystone Wealth Advisors, Incorporated is based in Eagan, MN and has been SEC-registered since 2010.
Does Keystone Wealth Advisors, Incorporated disclose fund performance?
Keystone Wealth Advisors, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2640 Eagan Woods Drive, Eagan, MN 55121 |
| Phone | 612-465-8118 |
| Office hours | 8:30 a.m. - 3:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$201.4M▲ 5%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$201.4Mregulatory AUM
Discretionary $0Non-discretionary $201.4M