SEC Form ADV

LODESTONE WEALTH MANAGEMENT LLC

Firm profile: Lodestone Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$346.5M

Assets Under Management

717

Total Clients

Employees

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Registration Details

Accession: CRD-151115
Location: SPOKANE, WA
Filing Date: March 5, 2026
AUM: $346.5M
Total Clients: 717
Institutional Clients: 4
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

LODESTONE WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in SPOKANE, WA, managing approximately $346.5M in assets across 717 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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