# Keystone Wealth Management

Keystone Wealth Management is a Bank / Wealth / Trust based in Waterloo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Waterloo, United States
- **Region:** North America
- **Address:** Waterloo, IA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** keystonewealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/keystone-wealth-management

## Regulatory record

- **CRD number:** 304133
- **SEC file number:** 801-134233
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304133

## About

Keystone Wealth Management was founded in 2017 and is headquartered in Waterloo, Iowa. The firm operates as a registered investment adviser, providing financial planning, retirement plan services, and discretionary portfolio management primarily to individuals and high-net-worth families in the Midwest. The firm's stated strategy spans a wide aperture — from seed-stage venture and start-up investing through growth, expansion, late-stage, and pre-IPO, as well as buyout opportunities. The strategy tags map to a multi-asset, multi-stage approach, though the firm does not publicly name specific portfolio company positions, fund commitments, or co-investment partners. Without a disclosed track record or named deals, the deployment model appears to rely on advisory-driven portfolio construction rather than proprietary direct-investment sourcing. Geographic focus is inferred as US-centric, anchored by its Iowa headquarters. The firm has not disclosed total assets under management, team size, or total capital deployed. No additional offices, philanthropic foundations, operating companies, or adjacent vehicles are publicly identified. In the absence of published operational milestones, its recent activity cannot be independently confirmed from primary sources. Structurally, Keystone's differentiator is its geography: Waterloo, Iowa sits outside the traditional wealth-management hubs, giving the firm a potential local-network advantage in a market underserved by coastal or Chicago-centric RIAs. Unlike many family offices that manage concentrated, single-origin wealth, Keystone operates as a generalist RIA, which places it in the broad category of advisory practices rather than in the narrow club of family offices that manage institutional-scale, single-family capital.

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Last updated: 2026-08-11T02:43:31.692Z

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