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Bluestone Private Wealth, LLC

● SEC registered since 2025CRD 326055SEC# 801-132967Cleveland, OH
Export (members)
Reg. AUM
$161.8M
Employees
3
Accounts
199
Location
Cleveland, OH

Bluestone Private Wealth, LLC assets under management

Bluestone Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Cleveland, OH. The firm has been registered since 2025. It reports $161.8 million in regulatory assets under management and employs 3 people.
www.bluestoneprivate.comView on SEC.gov ↗

Bluestone Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Robert Barr ControlPartner & Chief Compliance Officer50-75%2023
Stephanie Lynn Sandle ControlPartner50-75%2023

Frequently asked questions

How much does Bluestone Private Wealth, LLC manage?

Bluestone Private Wealth, LLC reports $161.8 million in regulatory assets under management on its Form ADV.

How many employees does Bluestone Private Wealth, LLC have?

Bluestone Private Wealth, LLC reports 3 employees.

Where is Bluestone Private Wealth, LLC located?

Bluestone Private Wealth, LLC is based in Cleveland, OH and has been SEC-registered since 2025.

Does Bluestone Private Wealth, LLC disclose fund performance?

Bluestone Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1382 West Ninth Street, Suite 205, Cleveland, OH 44113
Phone216-299-1883
FaxN/A
Office hours9:00 a.m. To 5:00 a.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$86.3M
Non-discretionary$75.5M
Total (RAUM)$161.8M