RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Hampshire
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 23, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONICHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CATLIN, ELIZABETH, JOHNSONIMEMBER & CHIEF COMPLIANCE OFFICERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIPRINCIPALD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIPRINCIPALD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control
CLINTON-CATLIN, CHRISTINEIMEMBERD Control

Registrations

Federal

IA
Jan 23, 2025 REGISTERED

Notice Filings (1)

NH

Address

67 WINTER STREET
KEENE, NH 03431
United States
Phone: 603-499-4737