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LODESTONE WEALTH MANAGEMENT LLC
9 S Washington St
Ste 211
Spokane, Washington 99201
Tel: 509-413-2386
About LODESTONE WEALTH MANAGEMENT LLC
LODESTONE WEALTH MANAGEMENT LLC, formally registered with the SEC as LODESTONE WEALTH MANAGEMENT LLC. The firm was established in 01/04/2021. They have over 3 offices throughout the country.
LODESTONE WEALTH MANAGEMENT LLC is a Spokane, Washington based Financial Planning firm with nearly $274,380,050 assets under management, offering retirement planning & investment advisory services to 644 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151115 |
| SEC# | 801-120040 |
| Assets Managed by Firm | $274,380,050 |
| No. of Clients | 644 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 644 | $274,380,050 |
| Individuals (other than high net worth individuals) | 178 | $26,019,190 |
| High net worth individuals | 88 | $234,698,584 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,020,727 |
| Charitable organizations | Fewer than 5 clients | $11,641,549 |
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