BLUESTONE WEALTH MANAGEMENT LLC

KEENE, New Hampshire·2 registered advisors·CRD# 137959

SEC# 801-686110603-499-4737

01

Firm Overview

AUM

$229M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BLUESTONE WEALTH MANAGEMENT LLC

2 registered advisors

Christine Clinton-Catlin

KEENE, New Hampshire

Elizabeth Johnson Catlin

KEENE, New Hampshire

05

Office Locations

KEENE, New Hampshire

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Data sourced from SEC Form ADV filings. BLUESTONE WEALTH MANAGEMENT LLC (CRD# 137959) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.