SEC Form ADV

LODESTONE WEALTH MANAGEMENT LLC

Registered Investment AdviserWA
$346.5M
Assets Under Management
717
Total Clients
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Registration Details

Accession
CRD-151115
Location
SPOKANE, WA
Filing Date
March 5, 2026
AUM
$346.5M
Total Clients
717
Amendment
No

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.