Keystone Wealth Services, LLC
● SEC registered since 2021CRD 301924SEC# 801-121495Palm Desert, CA
Reg. AUM
$860.7M
Employees
11
Accounts
1,542
Location
Palm Desert, CA
Keystone Wealth Services, LLC assets under management
Keystone Wealth Services, LLC is an SEC-registered investment adviser based in Palm Desert, CA. The firm has been registered since 2021. It reports $860.7 million in regulatory assets under management and employs 11 people.
Keystone Wealth Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark William Thatcher Control | Managing Member | 25-50% | 2019 |
| Shattuck Franklin Lamm Control | Managing Member & Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Keystone Wealth Services, LLC manage?
Keystone Wealth Services, LLC reports $860.7 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Wealth Services, LLC have?
Keystone Wealth Services, LLC reports 11 employees.
Where is Keystone Wealth Services, LLC located?
Keystone Wealth Services, LLC is based in Palm Desert, CA and has been SEC-registered since 2021.
Does Keystone Wealth Services, LLC disclose fund performance?
Keystone Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 73575 el Paseo, Suite 2300, Palm Desert, CA 92260 |
| Phone | (760) 818-7020 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$860.7M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$860.7Mregulatory AUM
Discretionary $804.3MNon-discretionary $56.4M