Keystone Private Wealth
Firm details
- Headquarters
- Palm Desert, California
- CRD number
- 301924
- Registered since
- June 22, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.48%
- Corporations / Businesses12.24%
- Individuals9.79%
- Pension & Profit Sharing Plans0.35%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Keystone Private Wealth is an independent, SEC-registered registered investment adviser organized as an LLC. Founded and registered in 2021, the firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. Keystone does not report an active ESG investing posture.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities20%
- US Government Bonds18%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds7%
Contacts
3 of 11
Kelli Cox
CRD 7417895
Shattuck Lamm
Partner and Senior Financial AdvisorCRD 4281570
Robert Valenzuela
Senior Financial AdvisorCRD 5956818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 278Active vs passive
$429M in ETFs
53%
$225M
40%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $31M | 41,372 | 7.22% |
Location
Palm Desert, CA
Riverside
Location
Palm Desert, CA
Headquartered in Palm Desert, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Riverside
- Address
- 73575 El Paseo
- Time zone
- PT (UTC-8)
- Office locations
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