CRD: 153418
Keystone Wealth Advisors, Incorporated
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-30-2010
- Office Locations
- 2
Office Locations
About Keystone Wealth Advisors, Incorporated
Keystone Wealth Advisors is a Minneapolis-based RIA serving a small roster of high-net-worth families and business owners as a “Family CFO.” The team brings 50+ years of accounting, investment, and tax planning experience, helping clients navigate complex portfolio, estate, and tax decisions. Portfolios commonly use ETFs, mutual funds, and fixed income; custody includes Schwab. $1M minimum.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
STEVEN DOUGLAS CARLSON
Chief Compliance Officer, Chief Executive Officer, Managing Partner
- CRD
- #2816493
- Ownership
- 50% but less than 75%
BERTHEL ANDREW OLSEN III
Owner, President
- CRD
- #2954239
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Angela Marie Mattson
Investment Advisor Representative
- CRD
- #7853901
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $201,352,666 | $3,050,798 |
| Total | $201,352,666 | $3,050,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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