KEYSTONE WEALTH MANAGEMENT INC.
KEYSTONE WEALTH MANAGEMENT INC. of WATERLOO, IA is an SEC-registered investment adviser (CRD 304133). Regulatory assets under management: $137.4M.
Registration
- CRD: 304133
- SEC file number: 801-134233
- Type: Registered investment adviser
- 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 | — |
More on this firm