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Lodestone Wealth Management LLC

● SEC registered since 2021CRD 151115SEC# 801-120040Spokane, WA
Export (members)
Reg. AUM
$306.2M
Employees
4
Accounts
681
Location
Spokane, WA

Lodestone Wealth Management LLC assets under management

Lodestone Wealth Management LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2021. It reports $306.2 million in regulatory assets under management and employs 4 people.
www.lodestonewm.comView on SEC.gov ↗

Lodestone Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Joseph McDirmid ControlManaging Member50-75%2021
Daniel Clary Murphy ControlManaging Member/Cco50-75%2009

Frequently asked questions

How much does Lodestone Wealth Management LLC manage?

Lodestone Wealth Management LLC reports $306.2 million in regulatory assets under management on its Form ADV.

How many employees does Lodestone Wealth Management LLC have?

Lodestone Wealth Management LLC reports 4 employees.

Where is Lodestone Wealth Management LLC located?

Lodestone Wealth Management LLC is based in Spokane, WA and has been SEC-registered since 2021.

Does Lodestone Wealth Management LLC disclose fund performance?

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

Contact & registration

Address9 S Washington St, Ste 211, Spokane, WA 99201
Phone509-413-2386
Office hours8:00 a.m. To 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$306.2M
Non-discretionary$0
Total (RAUM)$306.2M