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LODESTONE WEALTH MANAGEMENT LLC

Tel: 509-413-2386
9 S Washington St
Ste 211
Spokane, Washington  99201

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LODESTONE WEALTH MANAGEMENT LLC

LODESTONE WEALTH MANAGEMENT LLC is a Spokane, Washington based financial advisory firm with nearly $221,562,996 in assets under management and provides investment advisory services for 589 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Selection of Other Advisors

Fee Structure:

A Percentage of AUM

Firm CRD#:

151115

SEC#:

801-120040

No. of Clients:

589

Assets under Management

$221,562,996

No. of Advisors:

4

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