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BLUESTONE PRIVATE WEALTH, LLC
CRD 326055 · SEC 801-132967
1382 WEST NINTH STREET, SUITE 205, CLEVELAND, OH, 44113, United States
Phone
216-299-1883
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.4M
Discretionary AUM
$99.9M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.2M |
| High net worth individuals | 10 | $183.7M |
| Charitable organizations | 1 | $4.5M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD