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LODESTONE WEALTH MANAGEMENT LLC
CRD 151115 · SEC 801-120040
9 S WASHINGTON ST, STE 211, SPOKANE, WA, 99201, United States
Phone
509-413-2386
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.5M
Discretionary AUM
$346.5M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $33.3M |
| High net worth individuals | 99 | $297.2M |
| Pension/profit sharing plans | 3 | $3.0M |
| Charitable organizations | 1 | $13.0M |
States served
CA, CO, ID, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD