Bluestone Wealth Management LLC
Bluestone Wealth Management LLC is an SEC-registered wealth manager in Keene, NH with $272.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Bluestone Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137959, SEC 801-68611, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $272.9M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Keene, NH
- Employees
- 2
- Clients
- 37
- CRD
- 137959
- Ownership
- CATLIN, ELIZABETH, JOHNSON; CLINTON-CATLIN, CHRISTINE
How much AUM does Bluestone Wealth Management LLC have?
Bluestone Wealth Management LLC reported $272.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Bluestone Wealth Management LLC?
Disclosed owners and executives of Bluestone Wealth Management LLC include CATLIN, ELIZABETH, JOHNSON, CLINTON-CATLIN, CHRISTINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.