Lodestone Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 5, 2026, reports $346M in regulatory assets under management, 3 employees, 3 offices, and 717 accounts.
Assets Under Management
$346M
Employees
3
Offices
3 offices
Total Clients
291
Primary office
SPOKANE, WA
9 S WASHINGTON ST, STE 211, SPOKANE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.6% of total clients.
Top client categories% of clientsClients
1
Individuals
64.6%
188
2
HNWI
34.0%
99
3
Pension Plans
1.0%
3
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of March 5, 2026
Discretionary100.0%
$346M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$346M
Total Accounts717
10Y AUM Change+$221M (+176.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee97:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.