RIA Intel›Advisers›Pennsylvania›KEYSTONE WEALTH MANAGEMENT SERVICES INC

KEYSTONE WEALTH MANAGEMENT SERVICES INC

Advisory

GLEN MILLS, PA

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in PA
#926
of 1,528 advisers by AUM
Average account
$2M
across 32 accounts
AUM per adviser
$78M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM
$78M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$78M
Discretionary AUM$78M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InDE, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

ATHENA CAPITAL MANAGEMENT INC
W. CONSHOHOCKEN, PA
$78M
-4.6% 1Y
RREIC ADVISORS, LLC
PLYMOUTH MEETING, PA
$78M
-38.5% 1Y
COPPER BEECH ADVISORS, LLC
MALVERN, PA
$78M
ARNOLD INVESTMENT GROUP, LLC
$78M
DECADE PERSPECTIVE CAPITAL MANAGEMENT LLC
$77M
DARK HORSE CAPITAL MANAGEMENT LLC
CHADDS FORD, PA
$77M
+33.5% 1Y

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