LODESTONE WEALTH MANAGEMENT LLC - Financial Advisor in Washington, Spokane

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

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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2475

$591,577,039

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713

801-113034

1061

$514,464,239

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111379

801-44942

1750

$390,992,420

VICKERMAN INVESTMENT ADVISORS, INC.

313240

801-120620

959

$372,087,351

MB GEN WEALTH

327967

801-128683

392

$333,803,619

FELLOWSHIP FINANCIAL PLANNING

330347

801-129755

1877

$312,733,630

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104573

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