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LODESTONE WEALTH MANAGEMENT LLC

SPOKANE, WA · CRD 151115 · IAPD ↗ · lodestonewm.com · 509-413-2386

$346.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2025 — LODESTONE WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
May 2025 — LODESTONE WEALTH MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2025 — LODESTONE WEALTH MANAGEMENT LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — LODESTONE WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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