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BLUESTONE WEALTH MANAGEMENT LLC
CRD 137959 · SEC 801-68611
67 WINTER STREET, KEENE, NH, 03431, United States
Phone
603-499-4737
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.9M
Discretionary AUM
$272.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $692K |
| High net worth individuals | 30 | $272.2M |
States served
NH
All web addresses on file
Official SEC filing: View on IAPD