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| Keyboard |
| Bluestone Wealth Management LLC
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|---|---|
| CRD # | 137959 |
| SEC # | 801-68611 |
| CIK # | |
| AUM | 272.9 M (2026-01-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-499-4737 |
| Address | 67 Winter Street Keene, NH 03431 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.7 |
| (b) Individuals (high net worth individuals) | 30 | 272.2 |
| (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 | 0 | 0.0 |
| (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 | 118 | 272.9 |
| By Discretionary | ||
| Discretionary | 118 | 272.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 118 | 272.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.9 | |
| Total | 118 | 272.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Birmingham Capital Management Co Inc
✚
|
AL | 273.6 M |
|
Summit Investment Advisors Inc
✚
|
KS | 273.4 M |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 273.2 M |
|
Uhlmann Investment Management LLC
✚
|
IL | 273.2 M |
|
TFP Management LLC
✚
|
IA | 273.0 M |
|
E A Horwitz LLC
✚
|
IL | 272.6 M |
|
Nolet Wealth Management LLC
✚
|
TX | 272.6 M |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 272.4 M |
|
Mendel Capital Management LLC
✚
|
AR | 272.3 M |
|
46 Peaks LLC
✚
|
PA | 272.1 M |