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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bluestone Private Wealth LLC
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|---|---|
| CRD # | 326055 |
| SEC # | 801-132967 |
| CIK # | |
| AUM | $161.8 M (2025-07-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 440-821-3459 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.3 |
| (b) Individuals (high net worth individuals) | 10 | 156.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 161.8 |
| By Discretionary | ||
| Discretionary | 69 | 86.3 |
| Non-Discretionary | 130 | 75.5 |
| Total | 199 | 161.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.8 | |
| Total | 199 | 161.8 |
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|---|---|---|
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TX | 0.2 |
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Baybridge Capital Group LLC
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K2 Financial Inc
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|
Aldebaran Capital LLC
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IN | 0.2 |
|
Guardsman Private Capital Management Inc
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|
FL | 0.2 |
|
RWM Capital LLC
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|
TX | 0.2 |
|
Crusonia Wealth Advisors LLC
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CO | 0.2 |
|
KEEN Capital Ltd
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|
SC | 0.2 |