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| Lodestone Wealth Management LLC
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|---|---|
| CRD # | 151115 |
| SEC # | 801-120040 |
| CIK # | 0001950158 |
| AUM | 346.5 M (2026-03-05) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 509-413-2386 |
| Address | 9 S Washington St Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001950158 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.9 | ||
| Alphabet Inc | 5.6 | ||
| Microsoft Corp | 4.9 | ||
| Amgen Inc | 4.7 | ||
| Nvidia Corp | 4.4 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Merck & Co Inc | 3.9 | ||
| APA Corp | 3.2 | ||
| Cenovus Energy Inc | 3.1 | ||
| Simon Property Group Inc /DE/ | 2.9 | ||
| Amazon Com Inc | 2.8 | ||
| Cisco Systems Inc | 2.7 | ||
| American Express Co | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 33.3 |
| (b) Individuals (high net worth individuals) | 99 | 297.2 |
| (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 | 3 | 3.0 |
| (h) Charitable organizations | 1 | 13.0 |
| (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 | 717 | 346.5 |
| By Discretionary | ||
| Discretionary | 717 | 346.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 717 | 346.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.5 | |
| Total | 717 | 346.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950158] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
NorthStar Asset Management LLC
✚
|
NJ | 347.9 M |
|
Michels Family Financial LLC
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|
TX | 347.9 M |
|
United Financial Planning Group LLC
✚
|
NY | 347.5 M |
|
Pflug Koory LLC
✚
|
NE | 347.0 M |
|
Wealth Management Group of North America LLC
✚
|
CT | 346.4 M |
|
Gebhardt Group Inc
✚
|
CA | 346.4 M |
|
Rede Wealth LLC
✚
|
VA | 346.1 M |
|
Archway Wealth Management LLC
✚
|
MO | 345.7 M |
|
Continuum Wealth Advisors LLC
✚
|
NY | 345.6 M |
|
Ahakista Capital LLC
✚
|
345.0 M |