# KEYSTONE WEALTH MANAGEMENT INC.

KEYSTONE WEALTH MANAGEMENT INC. of WATERLOO, IA is an SEC-registered investment adviser.

## Registration

- CRD: 304133
- Type: SEC-registered investment adviser
- SEC file number: 801-134233
- Location: 999 HOME PLAZA, SUITE 100G, WATERLOO, IA, 50701
- Phone: (319) 883-3096
- Latest filing: 2026-06-05
- Regulatory AUM: $137.4M
- Discretionary AUM: $120.4M
- Non-discretionary AUM: $17.0M
- Clients: 2
- Accounts: 533

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Michael Becker | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| BECKER DALE MICHAEL | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304133/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304133/similar
- Related entities: https://search.stillhousedata.com/firm/304133/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304133

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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.