PALM DESERT, CACRD 301924Latest ADV February 9, 2026
Keystone Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Desert, CA. Its latest Form ADV filing, dated February 9, 2026, reports $861M in regulatory assets under management, 11 employees, 1 office, and 1,542 accounts.
Assets Under Management
$861M
Employees
11
Offices
1 office
Total Clients
635
Primary office
PALM DESERT, CA
73575 EL PASEO, SUITE 2300, PALM DESERT, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.9% of total clients.
Top client categories% of clientsClients
1
Individuals
44.9%
285
2
HNWI
38.7%
246
3
Corporations
16.4%
104
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$861Mas of February 9, 2026
Discretionary93.4%
$804M
93% of total RAUM93.4%
Non-discretionary6.6%
$56M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$861M
Total Accounts1,542
10Y AUM Change+$718M (+504.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee58:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.