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Bluestone Wealth Management LLC

● SEC registered since 2007CRD 137959SEC# 801-68611Keene, NH
Export (members)
Reg. AUM
$272.9M
Employees
2
Accounts
118
Location
Keene, NH

Bluestone Wealth Management LLC assets under management

Bluestone Wealth Management LLC is a registered investment adviser overseen by the SEC based in Keene, NH. The firm has been registered since 2007. It reports $272.9 million in regulatory assets under management and employs 2 people.
bluestonenh.comView on SEC.gov ↗

Bluestone Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Christine Clinton-Catlin ControlMember50-75%2005
Elizabeth Johnson Catlin ControlMember & Chief Compliance Officer50-75%2005

Frequently asked questions

How much does Bluestone Wealth Management LLC manage?

Bluestone Wealth Management LLC reports $272.9 million in regulatory assets under management on its Form ADV.

How many employees does Bluestone Wealth Management LLC have?

Bluestone Wealth Management LLC reports 2 employees.

Where is Bluestone Wealth Management LLC located?

Bluestone Wealth Management LLC is based in Keene, NH and has been SEC-registered since 2007.

Does Bluestone Wealth Management LLC disclose fund performance?

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

Contact & registration

Address67 Winter Street, Keene, NH 03431
Phone603-499-4737
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$272.9M
Non-discretionary$0
Total (RAUM)$272.9M