LODESTONE WEALTH MANAGEMENT LLC

Tel: 509-413-2386 9 S Washington St Ste 211 Spokane, Washington 99201

About LODESTONE WEALTH MANAGEMENT LLC

LODESTONE WEALTH MANAGEMENT LLC is a Spokane, Washington based financial advisory firm with nearly $274,380,050 in assets under management and provides investment advisory services for 644 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

151115

Firm SEC#:

801-120040

Assets Under Management:

$274,380,050

No. of Clients:

644

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors

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