$38.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
128 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2022
- Office Locations
- 1
Office Locations
401 Ryland Street Suite #300 Reno NV
About Keystone Wealth Advisors, LLC
Keystone Wealth Advisors, LLC is a Reno, NV-based registered investment advisor serving retail clients, including business owners. The firm provides financial planning and portfolio management, with retirement, tax and estate planning plus insurance planning support. Portfolios are built primarily with public funds and ETFs and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$12.9M AVG AUM / ADVISOR
$303.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michael Bosma
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
BRIAN DANIEL WHEELER
Chief Compliance Officer, PRINCIPAL
- CRD
- #5639327
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
Raymond Lamar Brown
--
- CRD
- #8169454
Available
Available
Available
L
LEONARD GERALD SIMON
Owner
- CRD
- #424563
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,800,000 | -- |
| Total | $38,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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