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Building 2LODESTONE WEALTH MANAGEMENT LLC

Map pinSPOKANE, WA
Phone509-413-2386
NotebookSEC #801-120040
Total AUM
$346.5M
Employees
3
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 S WASHINGTON ST
STE 211
SPOKANE
WA 99201
United States
Operating Hours
8:00 AM TO 4:00PM
Monday - Friday
Phone
509-413-2386
Other Offices
3

ReceiptFinancials

Total AUM
$346.5M
Accounts
717
Discretionary
$346.5M
Accounts
717
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$33.3M
HNW Individual Clients
99
AUM
$297.2M
Pension/Profit Sharing Plan Clients
3
AUM
$3M
Charitable Organization Clients
1
AUM
$13M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOFLIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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