Keystone Wealth Advisors, Incorporated
- Regulatory AUM
- $201M
- Discretionary
- $0
- Clients
- 66
- Avg AUM / client
- $3.1M
- Accounts
- 66
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $41.9M | 20.8% |
| High net worth individuals | 25 | $159M | 79.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berthel Andrew Olsen | President | CFP | Apr 2010 (16y) | 50% – 75% |
| Steven Douglas Carlson | Ceo/Chief Compliance Officer | Apr 2010 (16y) | 50% – 75% | |
| Angela Marie Mattson | Registered representative | Jan 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 922 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $201M (100% of AUM) Jun 2026
- Fidelity Investments $67.0M (40% of AUM) Nov 2019
- State Street $9.8M (6% of AUM) Nov 2019
- Alps Distributors, Inc. $5.0M (4% of AUM) Jun 2022
- Alps $2.6M (2% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗