Bluestone Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 5, 2026, reports $190M in regulatory assets under management, 3 employees, and 226 accounts.
Assets Under Management
$190M
Employees
3
Offices
--
Total Clients
18
Primary office
CLEVELAND, OH
1382 WEST NINTH STREET, SUITE 205, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
10
2
Individuals
38.9%
7
3
Charitable
5.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 5, 2026
Discretionary52.5%
$100M
52% of total RAUM52.5%
Non-discretionary47.5%
$90M
48% of total RAUM47.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$190M
Total Accounts226
10Y AUM Change+$43M (+28.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
10Y Employee Change+1 (+50.0%)
* 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.