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CLEARSTONE WEALTH MANAGEMENT, LLC
CRD 334088
132 WILD ROSE LANE, WHITEFISH, MT, 59937, United States
Phone
866-328-6297
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.1M
Discretionary AUM
$30.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $4.5M |
| High net worth individuals | 22 | $25.0M |
| Pension/profit sharing plans | 7 | $618K |
All web addresses on file
Official SEC filing: View on IAPD