BLUESTONE WEALTH MANAGEMENT LLC
CRD #137959 SEC #801-68611 KEENE, NH 603-499-4737
SEC Registered
Total AUM
$258M
Discretionary
$258M
Employees
2
Clients
0
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $258M | $258M | $0 | 2 | 0 |
| Jan 2024 | $228.6M | $228.6M | $0 | 2 | 0 |
| Feb 2023 | $208.9M | $208.9M | $0 | 2 | 0 |
| Jan 2022 | $245.8M | $245.8M | $0 | 2 | 0 |
| Jan 2021 | $200.8M | $200.8M | $0 | 2 | 0 |
| May 2020 | $197.3M | $197.3M | $0 | 2 | 1 |
| Mar 2020 | $197.3M | $197.3M | $0 | 2 | 1 |
| Feb 2019 | $167.3M | $167.3M | $0 | 2 | 1 |
| Mar 2018 | $187.3M | $187.3M | $0 | 2 | 0 |
| Sep 2017 | $165M | $165M | $0 | 2 | 26 |
| Feb 2017 | $165M | $165M | $0 | 2 | 26 |
| Mar 2016 | $140.8M | $140.8M | $0 | 2 | 26 |
| Feb 2015 | $160.6M | $160.6M | $0 | 2 | 26 |
| Feb 2014 | $128.8M | $127.8M | $1M | 2 | 11 |
| Mar 2013 | $117.7M | $117.7M | $0 | 2 | 11 |
| Feb 2012 | $134.1M | $133M | $1.1M | 1 | 11 |
| Mar 2011 | $92.7M | $92.7M | $0 | 5 | -- |
| Feb 2011 | $92.7M | $92.7M | $0 | 5 | -- |
| Mar 2010 | $50.7M | $50.7M | $0 | 5 | -- |
| Jan 2008 | $28.2M | $28.2M | $0 | 5 | -- |
| Dec 2007 | $28M | $28M | $0 | 5 | -- |
| Nov 2007 | $28M | $28M | $0 | 5 | -- |
| Nov 2007 | $28M | $28M | $0 | 5 | -- |
DateJan 2025
Total AUM$258M
Discretionary$258M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2020
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees2
Clients1
DateFeb 2019
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2018
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees2
Clients26
DateFeb 2017
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$128.8M
Discretionary$127.8M
Non-Disc.$1M
Employees2
Clients11
DateMar 2013
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients11
DateFeb 2012
Total AUM$134.1M
Discretionary$133M
Non-Disc.$1.1M
Employees1
Clients11
DateMar 2011
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--