LODESTONE WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$483K
Accounts
717
Employees
3
Advisory reps
3

Firm details

Headquarters
SPOKANE, Washington
CRD number
151115
Registered since
January 4, 2021
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.76%
  • Individuals9.6%
  • Charitable Organizations3.77%
  • Pension & Profit Sharing Plans0.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lodestone Wealth Management LLC is an independent, SEC-registered investment adviser that began registration in 2021 and is owned by an individual. The firm acts as a capital allocator and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Compensation is a mix of percentage-of-assets and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 38%, Cash & Cash Equivalents 11%, US Government Bonds 1%, Other 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents11%
  • US Government Bonds1%
  • Other1%

Contacts

3 of 3
  • KRISTY MAPLES

    Financial AdvisorCRD 5700163

  • ANDREW MCDIRMID

    Co-OwnerCRD 7157564

  • DANIEL MURPHY

    Senior Portfolio ManagerCRD 4418879

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 341

Active vs passive

$164M in ETFs

Passive

37%

$60.7M

Active

60%

$103M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP CORE PLUS INCOME ETF (CGCP)American FundsActiveIntermediate Core Plus Bond$8.2M368,4785.01%

Location

Primary office

SPOKANE, WA

SPOKANE

Location

SPOKANE, WA

Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area
Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region
West
County
SPOKANE
Address
9 S Washington St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth