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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 $274,380,050 in assets under management and provides investment advisory services for 644 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

151115

SEC#:

801-120040

No. of Clients:

644

Assets under Management

$274,380,050

No. of Advisors:

4

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