Lodestone Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$306,205,522
Total clients
275
34% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
138
Average account size
$1,113,475
About
Lodestone Wealth Management serves individual clients (including high‑net‑worth households) as well as trusts, pension and profit‑sharing plans, charitable organizations, and other business entities. The firm provides discretionary portfolio management and financial planning, and may include allocations to third‑party Separate Managers and private placements for accredited investors.
Portfolios are customized using exchange‑traded funds, mutual funds, individual equities, and fixed‑income securities, with the firm exercising discretionary authority and ongoing monitoring of allocations. The brochure describes the firm’s use of Separate Managers to access strategies or funds with high minimums and notes custodians earn interest on margin balances, and Lodestone discloses that borrowing may be used within separately managed account allocations.
Compared with many peers, Lodestone manages a substantial discretionary asset base relative to its small advisory team and discloses several specific conflicts of interest: a principal maintains broker‑dealer and insurance registrations and may receive commissions, and another principal provides CPA services through an outside, family‑owned firm. The firm also discloses a recent regulatory stipulation and reduced fine related to a registration filing error, which is noted in its disciplinary history.
Client services
Fee options
Fixed financial planning fees generally range from $1,500 to $3,500 depending on scope and complexity; also occasional fixed dollar asset management fees for smaller accounts.
$0 - $500,000: 1.25% $500,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Hourly financial planning fees available when standalone planning requested; specific rates not stated.
Account minimum: $250,000
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.
Main office location
Lodestone Wealth Management LLC
9 S Washington St, Ste 211
Spokane WA 99201, United States
Number of offices
4
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