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BLUESTONE® FINANCIAL ADVISORS, LLC

BLUESTONE FINANCIAL ADVISORS, LLC

CRD 146946 · SEC 801-124948

Visit website

7910 WOODMONT AVENUE, SUITE 1350, BETHESDA, MD, 20814, United States

Phone

(301) 841-0203

Fax

(240) 465-0689

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$207.3M

Discretionary AUM

$190.0M

Team

3 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

26-50

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals50$196.8M

States served

MD, NY

All web addresses on file

Official SEC filing: View on IAPD