LODESTAR WEALTH, LLC

Overview

Lodestar Wealth, LLC is an independent RIA that serves individuals, families and a limited number of institutional clients with financial planning and portfolio management targeted at individuals and small businesses. The firm runs a conservative, pooled-vehicle-first approach for core exposures — favoring public mutual funds as the primary building block for equity and fixed income allocations — and supplements those core holdings with select alternative opportunities when appropriate. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee work, which supports both ongoing wealth management relationships and project-based planning assignments. The adviser does not position itself as an ESG-focused or pension consulting practice and operates under a single-state footprint. Given the scale of assets and client base, investment implementation emphasizes operational efficiency and scalability (mutual funds and separate managed account wrappers) while leaving room for customized allocations for higher-net-worth clients who can access illiquid alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices