Keystone Private Wealth
Keystone Private Wealth (CRD# 301924) is a financial advisory firm headquartered in Palm Desert, CA. They manage $534,389,913 in 997 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management534MILLION
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Total Number of Accounts997ACCOUNTS
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Average Account Value$535,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, ID, MN, NV, OR, SC, TX, UT, VA, WA
Lisa Beaty (CRD# 5018510) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 18 years of experience in the finance industry.
Shattuck Lamm (CRD# 4281570) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 22 years of experience in the finance industry.
Kurt Mortenson (CRD# 1672826) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 36 years of experience in the finance industry.
Michael Mortenson (CRD# 6064013) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 11 years of experience in the finance industry.
John Polovick (CRD# 5755205) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 14 years of experience in the finance industry.
Christopher Rick (CRD# 5828957) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 13 years of experience in the finance industry.
Mark Thatcher (CRD# 4470726) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 22 years of experience in the finance industry.
Carol York (CRD# 2787027) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 27 years of experience in the finance industry.
Kelli Cox (CRD# 7417895) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has 1 year of experience in the finance industry.