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BLUESTONE PRIVATE WEALTH, LLC
CRD 326055File 801-132967
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$190.4M
Bottom 25% of cohort (national)
Discretionary AUM
$99.9M
Non-discretionary $90.5M
Clients
18
226 accounts
Employees
3
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 12, 2025
- Principal office
- 1382 WEST NINTH STREET, SUITE 205, CLEVELAND, OH, 44113
- Phone
- 216-299-1883
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.4M
- Discretionary AUM
- $99.9M
- Non-discretionary AUM
- $90.5M
- Discretionary accounts
- 78
- Non-discretionary accounts
- 148
- Total accounts
- 226
- AUM per client
- $10.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.5M |
| High net worth individuals | 10 | $183.7M |
| Individuals (other than high net worth individuals) | 7 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.