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BLUESTONE® FINANCIAL ADVISORS, LLC

BETHESDA, MD · CRD 146946 · IAPD ↗ · bfa-llc.com · (301) 841-0203

$207.3MRegulatory AUM
2Advisory reps
3Employees
2Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2024 — BLUESTONE® FINANCIAL ADVISORS, LLC reported RAUM up 46% ($100.3M -> $146.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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