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| Keyboard |
| Bluestone Private Wealth LLC
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|---|---|
| CRD # | 326055 |
| SEC # | 801-132967 |
| CIK # | |
| AUM | 190.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 216-299-1883 |
| Address | 1382 West Ninth Street, Suite 205 Cleveland, OH 44113 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.2 |
| (b) Individuals (high net worth individuals) | 10 | 183.7 |
| (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 | 4.5 |
| (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 | 226 | 190.4 |
| By Discretionary | ||
| Discretionary | 78 | 99.9 |
| Non-Discretionary | 148 | 90.5 |
| Total | 226 | 190.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.4 | |
| Total | 226 | 190.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Apex Wealth Management LLC
✚
|
NH | 191.1 M |
|
DRH Investments Inc
✚
|
CA | 191.0 M |
|
D & G Advisory Group LLC
✚
|
190.9 M | |
|
Meyer Capital Management LLC
✚
|
OH | 190.8 M |
|
LFG Wealth Partners LLC
✚
|
KY | 190.7 M |
|
Masus Financial Group Ltd
✚
|
IL | 190.6 M |
|
Armada Advisors Inc
✚
|
FL | 190.3 M |
|
Silicon Beach Wealth LLC
✚
|
CA | 190.1 M |
|
Three Sixty Wealth Management LLC
✚
|
IL | 190.1 M |
|
Harbour Financial Resources Ltd
✚
|
IL | 189.8 M |