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LODESTAR FINANCIAL MANAGEMENT, LLC

CRD 155689

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$48.6M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals18$29.9M
High net worth individuals3$18.7M

All web addresses on file

Official SEC filing: View on IAPD