LODESTONE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$346,482,109
Discretionary
$346,482,109
Non-discretionary
$0
Firm details
- CRD number
- 151115
- SEC file number
- 801-120040
- Main office
- SPOKANE, WA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.lodestonewm.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.