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BLUESTONE WEALTH ADVISORS, INC.
VENETIA, PA
724-941-8625
SEC #801-64002Total AUM
$61.3M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
538 VALLEY BROOK ROAD
SUITE 100
VENETIA
PA 15367
United States
SUITE 100
VENETIA
PA 15367
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
724-941-8625
Financials
Total AUM
$61.3M
Accounts
167Discretionary
$16.9M
Accounts
72Non-Discretionary
$44.5M
Accounts
95
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.