LODESTONE WEALTH MANAGEMENT LLC

SPOKANE, Washington·2 registered advisors·CRD# 151115
SEC# 801-1200402509-413-2386
01

Firm Overview

AUM
$274M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LODESTONE WEALTH MANAGEMENT LLC

2 registered advisors
Andrew Joseph Mcdirmid
SPOKANE, Washington
Daniel Clary Murphy
SPOKANE, Washington
05

Office Locations

SPOKANE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. LODESTONE WEALTH MANAGEMENT LLC (CRD# 151115) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.