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KEYSTONE WEALTH ADVISORS, INCORPORATED

EAGAN, MN · CRD 153418 · IAPD ↗ · 612-465-8118

$201.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — KEYSTONE WEALTH ADVISORS, INCORPORATED moved its main office from MINNEAPOLIS, MN to EAGAN, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
August 2025 — KEYSTONE WEALTH ADVISORS, INCORPORATED reported RAUM up 29% ($147.8M -> $191.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — KEYSTONE WEALTH ADVISORS, INCORPORATED added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.