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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Atlas eagle
- Established Date
- 06-04-2019
- Office Locations
- 1
Office Locations
About Keystone Wealth Management
Keystone Wealth Management is an independent, full-service advisory firm owned and led by financial advisor Dave Becker, serving individuals, business owners, and corporations. The team provides financial planning and investment management, with portfolios largely implemented using ETFs alongside fixed income. Independence from proprietary products and flexible technology choices help them select solutions based on client goals; custody includes Charles Schwab.
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Owner & Executives
DAVID MICHAEL BECKER
Financial Advisor, General Partner, President
- CRD
- #3063973
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,425,753 | $228,079 |
| Non-Discretionary | $16,962,269 | $3,392,454 |
| Total | $137,388,022 | $257,764 |
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Separately Managed Accounts
Total SMA Asset: $137,388,022
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $534,129,355 | 8.3% |
| Cash | $1,776,140,988 | 27.6% |
| Corporate - Investment Grade | $1,930,588,030 | 30.0% |
| Municipal Bonds | $1,158,352,818 | 18.0% |
| U.S. Government/Agency | $1,036,082,243 | 16.1% |
| Total | $6,435,293,434 | 100.0% |