Keystone Private Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

301924

SEC number

801-121495

Firm type

RIA

Assets under management

$860.7M as of Feb 9, 2026

Website

www.linkedin.com/in/kurtmortenson/?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app ↗

Phone

(760) 818-7020

Address

73575 El Paseo, Palm Desert, CA, 92260

Advisors at this firm

11 in our index · page 1 of 1

• Lisa Diane BeatyCRD 5018510 · Palm Desert, CA
  IA RegisteredBroker
• Kelli Kaiulani CoxCRD 7417895 · Palm Desert, CA
  IA Registered
  Disclosure event(s) on record
• Shattuck Franklin LammCRD 4281570 · Panama City Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Todd LuttmersCRD 6911926 · Palm Desert, CA
  IA RegisteredBroker
• Michael Reed MortensonCRD 6064013 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Kurt MortensonCRD 1672826 · Menahga, MN
  IA RegisteredRegistration inactive
• John C PolovickCRD 5755205 · Palm Desert, CA
  IA RegisteredBroker
• Christopher Raymond RickCRD 5828957 · Palm Desert, CA
  IA RegisteredBroker
• Brandon RosiCRD 8126053 · Palm Desert, CA
  IA Registered
• Mark William ThatcherCRD 4470726 · Palm Desert, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Michael ValenzuelaCRD 5956818 · Palm Desert, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.