KEYSTONE WEALTH ADVISORS, LLC

KEYSTONE WEALTH ADVISORS
LOGAN, Utah·3 registered advisors·CRD# 158234
SEC# 801-796150435-713-4220
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEYSTONE WEALTH ADVISORS, LLC

3 registered advisors
Gordon Levi Nelson
LOGAN, Utah
James Don Vanderbeek
LOGAN, Utah
Tyler Jay Vanderbeek
LOGAN, Utah
05

Office Locations

LOGAN, Utah
3 advisors

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Data sourced from SEC Form ADV filings. KEYSTONE WEALTH ADVISORS, LLC (CRD# 158234) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.