| Name | Title | Ownership | Since |
|---|---|---|---|
| Berthel Andrew Olsen Control | President | 50-75% | 2010 |
| Steven Douglas Carlson Control | Ceo/Chief Compliance Officer | 50-75% | 2010 |
Keystone Wealth Advisors, Incorporated reports $191.4 million in regulatory assets under management on its Form ADV.
Keystone Wealth Advisors, Incorporated reports 4 employees.
Keystone Wealth Advisors, Incorporated is based in Minneapolis, MN and has been SEC-registered since 2010.
Keystone Wealth Advisors, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 150 South Fifth Street, Suite 3100, Minneapolis, MN 55402 |
| Phone | 612-465-8118 |
| Office hours | 8:30 a.m. - 3:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $191.4M |
| Total (RAUM) | $191.4M |