Overview
Assets Under Management: $258 million
Headquarters: KEENE, NH
High-Net-Worth Clients: 30
Average Client Assets: $8 million
Frequently Asked Questions
BLUESTONE WEALTH MANAGEMENT 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 #137959), BLUESTONE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
BLUESTONE WEALTH MANAGEMENT LLC is headquartered in KEENE, NH.
BLUESTONE WEALTH MANAGEMENT LLC serves 30 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, BLUESTONE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BLUESTONE WEALTH MANAGEMENT LLC manages $258 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, BLUESTONE WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.48
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 122
Discretionary Accounts: 122
Regulatory Filings
CRD Number: 137959
Last Filing Date: 2025-01-23 00:00:00
Website: https://bluestonenh.com