Unclaimed Profile

Stephan Alan Werth

LODESTAR PRIVATE ASSET MANAGEMENT LLC·ALAMO, California

Series 7, Series 66Clean record21 years registeredLODESTAR PRIVATE ASSET MANAGEMENT LLC

3201 DANVILLE BLVD, ALAMO, CA 94507CRD# 4137958Firm CRD# 107638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephan Alan Werth · ALAMO, CA

Registration

CRD #4137958 · LODESTAR PRIVATE ASSET MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Mar 2006 – Jun 2019

ALAMO, CA

QA3 FINANCIAL LLC

Feb 2005 – Aug 2006

MORAGA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 11, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD 107638 · SEC 801-37511

AUM

$980M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by LODESTAR PRIVATE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LODESTAR PRIVATE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Stephan Alan Werth offer?

Stephan Alan Werth specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephan Alan Werth's credentials?

Stephan Alan Werth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephan Alan Werth located?

Stephan Alan Werth is based in ALAMO, California, last registered with LODESTAR PRIVATE ASSET MANAGEMENT LLC.

How does Stephan Alan Werth charge for services?

Stephan Alan Werth's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LODESTAR PRIVATE ASSET MANAGEMENT LLC?

LODESTAR PRIVATE ASSET MANAGEMENT LLC has approximately 8 employees and manages $980M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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