Keystone Wealth Alliance, LLC
● SEC registered since 2026CRD 341495SEC# 801-136428Brentwood, TN
Reg. AUM
$178.5M
Employees
4
Accounts
348
Location
Brentwood, TN
Keystone Wealth Alliance, LLC assets under management
Keystone Wealth Alliance, LLC is a registered investment adviser overseen by the SEC based in Brentwood, TN. The firm has been registered since 2026. It reports $178.5 million in regulatory assets under management and employs 4 people.
Keystone Wealth Alliance, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dillon Blake Woodruff Control | Chief Compliance Officer | Under 5% | 2026 |
| Glenn Ray Price Control | Chief Investment Officer | Under 5% | 2026 |
| Keystone Venture Holdings LLC Control | Managing Member | Over 75% | 2026 |
| Noah J Scott Control | Chief Operating Officer | Under 5% | 2026 |
| William Jonathan Scott Control | Chief Executive Officer | Under 5% | 2026 |
| Glenn Ray Price Control | Managing Member | 25-50% | 2026 |
| William Jonathan Scott Control | Managing Member | 25-50% | 2026 |
Frequently asked questions
How much does Keystone Wealth Alliance, LLC manage?
Keystone Wealth Alliance, LLC reports $178.5 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Wealth Alliance, LLC have?
Keystone Wealth Alliance, LLC reports 4 employees.
Where is Keystone Wealth Alliance, LLC located?
Keystone Wealth Alliance, LLC is based in Brentwood, TN and has been SEC-registered since 2026.
Does Keystone Wealth Alliance, LLC disclose fund performance?
Keystone Wealth Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7112 Crossroads Blvd, Suite 101, Brentwood, TN 37128 |
| Phone | 707-932-5849 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.5MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$178.5Mregulatory AUM
Discretionary $178.5M