CRD: 301924
Keystone Private Wealth
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2019
- Office Locations
- 3
Office Locations
About Keystone Private Wealth
Keystone Private Wealth is a Palm Desert, CA-based advisory firm providing personalized financial planning and investment management for individuals and families, including insurance and risk-management needs. Investments include ETFs, mutual funds, and bonds. The team includes multiple senior advisors (CFP/CRPC) and works with strategic partners for concentrated stock and complex options planning. Custody is primarily through Charles Schwab and the firm uses Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHATTUCK FRANKLIN LAMM
Chief Compliance Officer, Managing Member
- CRD
- #4281570
- Ownership
- 25% but less than 50%
MARK WILLIAM THATCHER
Managing Member, Partner, Senior Financial Advisor
- CRD
- #4470726
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
LISA DIANE BEATY
Senior Financial Planner
- CRD
- #5018510
Kelli Kaiulani Cox
Chief Executive Officer
- CRD
- #7417895
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $804,267,018 | $544,527 |
| Non-Discretionary | $56,387,020 | $867,493 |
| Total | $860,654,038 | $558,141 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing