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Andrew Joseph Mcdirmid

LODESTONE WEALTH MANAGEMENT LLC·SPOKANE, Washington
Series 657 years registeredLODESTONE WEALTH MANAGEMENT LLC
9 S WASHINGTON ST, SPOKANE, WA 99201CRD# 7157564Firm CRD# 151115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Joseph Mcdirmid · SPOKANE, WA
Registration
CRD #7157564 · LODESTONE WEALTH MANAGEMENT LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

Jul 2019Apr 2021
Spokane, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 23, 2019
Years registered · 7
03

Disclosure History

2025Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LODESTONE WEALTH MANAGEMENT LLC
CRD 151115 · SEC 801-120040
AUM
$274M
Regulatory assets under management
Employees
4
644 client accounts
Services offered by LODESTONE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Andrew Joseph Mcdirmid offer?
Andrew Joseph Mcdirmid specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.
What are Andrew Joseph Mcdirmid's credentials?
Andrew Joseph Mcdirmid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Joseph Mcdirmid located?
Andrew Joseph Mcdirmid is based in SPOKANE, Washington, working with LODESTONE WEALTH MANAGEMENT LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Andrew Joseph Mcdirmid charge for services?
Andrew Joseph Mcdirmid's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LODESTONE WEALTH MANAGEMENT LLC?
LODESTONE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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