Overview
Assets Under Management: $190 million
High-Net-Worth Clients: 10
Average Client Assets: $18 million
Frequently Asked Questions
BLUESTONE PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326055), BLUESTONE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
BLUESTONE PRIVATE WEALTH, LLC serves 10 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, BLUESTONE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BLUESTONE PRIVATE WEALTH, LLC manages $190 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, BLUESTONE PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.49
Average High-Net-Worth Client Assets: $18 million
Total Client Accounts: 226
Discretionary Accounts: 78
Non-Discretionary Accounts: 148
Regulatory Filings
CRD Number: 326055
Filing ID: 2055902
Last Filing Date: 2026-02-18 07:33:36