LODESTONE WEALTH MANAGEMENT LLC
SEC RegisteredDon't let concerns about money distract you from living your life.
About the firm
Lodestone Wealth Management, LLC serves clients from all professional backgrounds, with roots in the greater-Spokane area. The firm specializes in establishing and implementing financial plans for professionals considering a transition to retirement, and takes a cost-conscious, fee-sensitive approach. As a Registered Investment Advisor, Lodestone serves as a fiduciary to its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management using evidence-based, globally diversified portfolios with low-cost ETFs, mutual funds, individual stocks and bonds; financial planning using sophisticated cash flow analysis; tax planning including Federal and State income tax and estate planning; and assistance with business sale or acquisition structuring and insurance coverage review.
Who they serve
Retirees, professionals, business owners, state and local government employees, employer-sponsored retirement plans (401(k), SIMPLE, and SEP IRAs), high-net-worth families, and young households committed to systematically investing towards established financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 188 | $33M |
| High Net Worth Individuals | 99 | $297M |
| Charitable Organizations | 3 | $3.0M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.25% |
| $500,001 to $2,500,000 | 1.00% |
| $2,500,001 to $5,000,000 | 0.75% |
| Over $5,000,000 | 0.00% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LODESTONE WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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