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BARNSTONE ADVISORS LLC

PHOENIXVILLE, PA · CRD 144511 · IAPD ↗ · barnstoneadvisors.com · 610-917-2210

$241.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2025 — BARNSTONE ADVISORS LLC notice-filed in DE, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — BARNSTONE ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.