Lodestone Wealth Management LLC
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 151115
- Registered since
- January 4, 2021
- Website
- murphyinvests.com
- 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
FINTRXOverview
Lodestone Wealth Management LLC is an independent, SEC-registered RIA that began registration in 2021 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. It operates as a capital allocator and offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Lodestone does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities38%
- Cash & Cash Equivalents11%
- US Government Bonds1%
- Other1%
Contacts
3 of 3Kristy Maples
Financial AdvisorCRD 5700163
Daniel Murphy
Senior Portfolio ManagerCRD 4418879
Andrew Mcdirmid
Co-OwnerCRD 7157564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 339Active vs passive
$187M in ETFs
36%
$66.6M
62%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | Capital Group | Active | Intermediate Core Plus Bond | $11.7M | 523,933 | 6.26% |
Location
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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