Kelli Kaiulani Cox
Investment adviser representative at Keystone Private Wealth
11 yearsExperience
1 stateRegistered in
$860.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Keystone Private WealthOct 2023 to now
- Cgc Accountants & AdvisorsJun 2017 to now
- Godecke ClarkeNov 2015 to Jun 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Keystone Private Wealth
Legal name: Keystone Wealth Services, LLC
$860.7MAssets managed
635Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7417895
- Firm CRD
- 301924