LP Profile

Lodestone Wealth Management

Also known as lodestone wealth

Wealth ManagerSpokane, United StatesFounded 2009
$230M
Assets Under Management
Spokane
Headquarters
Investment Focus

About Lodestone Wealth Management

Lodestone Wealth Management is a wealth manager based in Spokane, US. Founded in 2009. Reported AUM: 230 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lodestone Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$346.5M
Total Clients
717
Filing Date
March 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Lodestone Wealth Management?

Lodestone Wealth Management is a wealth manager based in Spokane, United States, managing approximately $230M in assets.

Where is Lodestone Wealth Management headquartered?

Lodestone Wealth Management is headquartered in Spokane, United States.

How much does Lodestone Wealth Management manage?

Lodestone Wealth Management manages approximately $230M in assets under management.

When was Lodestone Wealth Management founded?

Lodestone Wealth Management was founded in 2009.

How can I contact Lodestone Wealth Management?

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