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BLUESTONE PRIVATE WEALTH, LLC

CLEVELAND, OH · CRD 326055 · IAPD ↗ · bluestoneprivate.com · 216-299-1883

$190.4MRegulatory AUM
2Advisory reps
3Employees
1Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — BLUESTONE PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2025 — BLUESTONE PRIVATE WEALTH, LLC (location n/a) is newly SEC-registered with $147.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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