Lodestone Wealth Management LLC
Lodestone Wealth Management LLC is an SEC-registered wealth manager in Spokane, WA with $346.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lodestone Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151115, SEC 801-120040, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $346.5M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Spokane, WA
- Employees
- 3
- Clients
- 291
- CRD
- 151115
- Ownership
- MCDIRMID, ANDREW, JOSEPH; MURPHY, DANIEL, CLARY
How much AUM does Lodestone Wealth Management LLC have?
Lodestone Wealth Management LLC reported $346.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Lodestone Wealth Management LLC?
Disclosed owners and executives of Lodestone Wealth Management LLC include MCDIRMID, ANDREW, JOSEPH, MURPHY, DANIEL, CLARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.