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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 275 | 291 | increased by16 |
| Apr 1, 2026 | AUM | $306,205,522 | $346,482,109 | increased by$40,276,587 |
| Apr 1, 2026 | Accounts | 681 | 717 | increased by36 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 218 | 275 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $229,616,785 | $306,205,522 | increased by$76,588,737 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 530 | 681 | increased by151 |
| Apr 1, 2022 | Clients | 203 | 218 | increased by15 |
| Apr 1, 2022 | AUM | $209,631,064 | $229,616,785 | increased by$19,985,721 |
| Apr 1, 2022 | Accounts | 531 | 530 | decreased by1 |
| Sep 1, 2021 | Employees | 1 | 3 | increased by2 |
| Aug 1, 2021 | Clients | 208 | 203 | decreased by5 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LODESTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LODESTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.