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
Andrew Mcdirmid
Co-OwnerCRD 7157564
Daniel Murphy
Senior Portfolio ManagerCRD 4418879
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
Similar firms
Columbia Advisory Partners, LLC
RIASpokane, WA
Northern Capital Retirement Services, Inc.
RIASpokane, WA
MB Gen Wealth
RIASpokane, WA
Palouse Capital Management, Inc.
RIASpokane, WA
Financial Forum, Inc.
RIASpokane, WA
Fortitude Financial LLC
RIASpokane, WA