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LODESTAR WEALTH, LLC
LODESTAR WEALTH PUBLIC BENEFIT, LLC
CRD 308028
225 DYER STREET, PROVIDENCE, RI, 02903, United States
Phone
(617) 386-2055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.6M
Discretionary AUM
$33.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $6.3M |
| High net worth individuals | 11 | $6.1M |
| Pension/profit sharing plans | 5 | $21.2M |
All web addresses on file
Official SEC filing: View on IAPD