Keystone Wealth Management

Overview

Keystone Wealth Management is an SEC registered investment adviser based in Waterloo, IA, registered since 2019. It reports $137M in assets under management across 533 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$137M

Discretionary

88%

Accounts

533

Average account

$258K

Employees

2

Advisory reps

1

Registered since

2019

Jurisdictions

3

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• David Michael Becker President, Chief Compliance Officer CRD 3063973

Advisory reps 1 of 1

• David Michael Becker Investment Adviser Rep CRD 3063973

Location

Headquarters

999 Home Plz Ste 100G
Waterloo, IA 50701

County

Black Hawk

Metro area

Waterloo-Cedar Falls, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: keystonewealth.com

Every state, with registration dates

Similar firms near Waterloo

• Fsb Premier Wealth Management, Inc.Waterloo, IA$432M AUM
• Tuve Investment Management, Inc.Waterloo, IA$148M AUM
• Net Worth AdvisorsWaterloo, IA3 reps
• Accel Wealth ManagementWaverly, IA$1.1B AUM
• Dynamic Financial GroupCedar Falls, IA$54M AUM