BLUESTONE WEALTH MANAGEMENT LLC

67 Winter Street
Keene, New Hampshire 03431
Tel: 603-499-4737

About BLUESTONE WEALTH MANAGEMENT LLC

BLUESTONE WEALTH MANAGEMENT LLC, formally registered with the SEC as BLUESTONE WEALTH MANAGEMENT LLC. The firm was established in 12/04/2007. They have over 1 offices throughout the country.

BLUESTONE WEALTH MANAGEMENT LLC is a Keene, New Hampshire based Financial Planning firm with nearly $258,000,100 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137959
SEC#	801-68611
Assets Managed by Firm	$258,000,100
No. of Clients	122
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	122	$258,000,100
Individuals (other than high net worth individuals)	5	$1,963,250
High net worth individuals	30	$246,337,681
Charitable organizations	Fewer than 5 clients	$9,699,169

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