| 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 |
Keystone Wealth Services, LLC reports $692.1 million in regulatory assets under management on its Form ADV.
Keystone Wealth Services, LLC reports 11 employees.
Keystone Wealth Services, LLC is based in Palm Desert, CA and has been SEC-registered since 2021.
Keystone Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $673.7M |
| Non-discretionary | $18.4M |
| Total (RAUM) | $692.1M |