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LODESTONE WEALTH MANAGEMENT LLC
CRD 151115File 801-120040
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$346.5M
Below cohort median (national)
Discretionary AUM
$346.5M
Clients
291
717 accounts
Employees
3
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 4, 2021
- Principal office
- 9 S WASHINGTON ST, STE 211, SPOKANE, WA, 99201
- Phone
- 509-413-2386
- Website
- https://www.lodestonewm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.5M
- Discretionary AUM
- $346.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 717
- Non-discretionary accounts
- 0
- Total accounts
- 717
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.0M |
| High net worth individuals | 99 | $297.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 188 | $33.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.