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Managing Member · Keystone Private Wealth

Mark W. Thatcher

CRD 4470726 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Keystone Private Wealth, an SEC-registered wealth manager based in Palm Desert, CA with $861 million in regulatory assets, lists Mark W. Thatcher on its Form ADV as Managing Member, a control person. The SEC filings also name Mark at 1 other registered adviser.

Firms and roles

  • Keystone Private WealthManaging MemberWealth manager · Palm Desert, CA · $861M in regulatory assets
  • Hoainvest LLCManaging MemberAsset manager · Irvine, CA · $0M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.