Bluestone Private Wealth, LLC
Bluestone Private Wealth, LLC is an SEC-registered wealth manager with $190.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bluestone Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326055, SEC 801-132967, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $190.4M (2026-03-05)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 18
- CRD
- 326055
- Ownership
- BARR, CHRISTOPHER, ROBERT; SANDLE, STEPHANIE, LYNN
How much AUM does Bluestone Private Wealth, LLC have?
Bluestone Private Wealth, LLC reported $190.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Bluestone Private Wealth, LLC?
Disclosed owners and executives of Bluestone Private Wealth, LLC include BARR, CHRISTOPHER, ROBERT, SANDLE, STEPHANIE, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.