# Keystone Private Wealth

Keystone Private Wealth is a RIA based in Palm Desert.

## Overview

- **Organization type:** RIA
- **Headquarters:** Palm Desert
- **Assets under management:** Undisclosed
- **Website:** https://keystoneprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/mark-thatcher-6b9b9941

## Regulatory record

- **CRD number:** 301924
- **SEC file number:** 801-121495
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301924

## About

KEYSTONE PRIVATE WEALTH is an SEC-registered investment adviser in PALM DESERT, CA, registered since 2021. The firm manages $861 million in assets, with $804 million on a discretionary basis. It has 11 employees and 11 investment advisers.

## Questions

### What is Keystone Private Wealth's AUM?

Keystone Private Wealth does not publicly disclose its assets under management. No regulatory filings or press reports have cited an AUM figure.

### Where is Keystone Private Wealth headquartered?

No headquarters location is publicly available for Keystone Private Wealth. The firm's city, state, and country of operations have not been officially disclosed.

### How can one verify Keystone Private Wealth's registration?

As an RIA, Keystone Private Wealth should be registered with the SEC or a state securities regulator. Interested parties can check the SEC's Investment Adviser Public Disclosure (IAPD) database using the firm's name to confirm its status and view any filed forms.

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Last updated: 2026-07-09T01:03:07.926Z

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