# KEYSTONE WEALTH ADVISORS, LLC

KEYSTONE WEALTH ADVISORS, LLC of LOGAN, UT is an SEC-registered investment adviser.

## Registration

- CRD: 158234
- Type: SEC-registered investment adviser
- SEC file number: 801-79615
- Location: 595 S. RIVERWOODS PKWY, STE 170, LOGAN, UT, 84321
- Phone: 435-713-4220
- Latest filing: 2020-09-03
- Regulatory AUM: $31.6M
- Discretionary AUM: $31.6M
- Clients: 3
- Accounts: 552

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| NELSON GORDON LEVI | INVESTMENT ADVISER REPRESENTATIVE | — |
| VANDERBEEK TYLER JAY | INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT ADVISER REPRESENTATIVE, CCO (04/2019); MANAGING MEMBER (+1 more) | — |
| VANDERBEEK JAMES DON | INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT ADVISER REPRESENTATIVE, CCO (7 2014) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158234/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158234/similar
- Related entities: https://search.stillhousedata.com/firm/158234/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158234

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.