1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUESTONE PRIVATE WEALTH, LLC

Map pinCLEVELAND, OH
Phone216-299-1883
NotebookSEC #801-132967
Total AUM
$190.4M
Employees
3
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1382 WEST NINTH STREET, SUITE 205
CLEVELAND
OH 44113
United States
Operating Hours
9:00 A.M. TO 5:00 A.M.
Monday - Friday
Phone
216-299-1883

ReceiptFinancials

Total AUM
$190.4M
Accounts
226
Discretionary
$99.9M
Accounts
78
Non-Discretionary
$90.5M
Accounts
148

ContactClients

View more in analytics →

Individual Clients
7
AUM
$2.2M
HNW Individual Clients
10
AUM
$183.7M
Charitable Organization Clients
1
AUM
$4.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account