Bluestone Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$272,940,969
Total clients
37
81% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$7,376,783
About
Bluestone Wealth Management provides discretionary wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. As of December 31, 2025 the firm reported $272,940,969 in assets under management across a small client base (37 clients) and generally requires a $2,500,000 relationship minimum, subject to reduction at the firm’s discretion.
The firm’s investment approach is long‑term and index‑focused across five core asset classes (U.S. stocks, international stocks, investment‑grade bonds, REITs, and cash), typically implemented with mutual funds and ETFs and commonly using Dimensional Fund Advisors funds for low‑turnover, passive exposure. Bluestone also accommodates legacy or concentrated stock positions and can construct satellite individual‑stock portfolios, while providing ongoing portfolio supervision, rebalancing, and comprehensive financial planning (retirement, estate, charitable, and ERISA/rollover guidance).
Bluestone is a small, two‑advisor firm founded in 2005 whose principals hold advanced professional credentials (including CFP, CFA, CPA and a law degree), a combination that can support integrated tax, accounting, and legal considerations for clients. The firm maintains an institutional relationship with Fidelity for custody and platform services—receiving research, technology, and operational support—and discloses that it does not accept proxy‑voting responsibility for client securities.
Client services
Expertise
Fee options
Fixed fees not to exceed 1.00% of assets under management (negotiable)
Up to 1.00% annually (fees may vary based on factors such as complexity, asset level, and relationship)
Account minimum: $2,500,000 (generally required; may be reduced at the sole discretion of Bluestone)
Main office location
Bluestone Wealth Management LLC
67 Winter Street
Keene NH 03431, United States
Number of offices
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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