BLUESTONE FINANCIAL ADVISORS, LLC
Legal name: BLUESTONE® FINANCIAL ADVISORS, LLC
CRD #146946 SEC #801-124948 BETHESDA, MD (301) 841-0203
SEC Registered
Total AUM
$176.5M
Discretionary
$162.9M
Employees
3
Clients
26
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $176.5M | $162.9M | $13.5M | 3 | 2 |
| Mar 2025 | $176.5M | $162.9M | $13.5M | 3 | 2 |
| Mar 2024 | $146.4M | $132.6M | $13.9M | 3 | 4 |
| Sep 2023 | $100.3M | $87M | $13.3M | 4 | 7 |
| Aug 2023 | $100.3M | $87M | $13.3M | 4 | 7 |
| Mar 2023 | $100.3M | $87M | $13.3M | 4 | 7 |
| Nov 2022 | $115.1M | $102.2M | $12.9M | 3 | 9 |
| Apr 2022 | $115.1M | $102.2M | $12.9M | 3 | 9 |
DateJun 2025
Total AUM$176.5M
Discretionary$162.9M
Non-Disc.$13.5M
Employees3
Clients2
DateMar 2025
Total AUM$176.5M
Discretionary$162.9M
Non-Disc.$13.5M
Employees3
Clients2
DateMar 2024
Total AUM$146.4M
Discretionary$132.6M
Non-Disc.$13.9M
Employees3
Clients4
DateSep 2023
Total AUM$100.3M
Discretionary$87M
Non-Disc.$13.3M
Employees4
Clients7
DateAug 2023
Total AUM$100.3M
Discretionary$87M
Non-Disc.$13.3M
Employees4
Clients7
DateMar 2023
Total AUM$100.3M
Discretionary$87M
Non-Disc.$13.3M
Employees4
Clients7
DateNov 2022
Total AUM$115.1M
Discretionary$102.2M
Non-Disc.$12.9M
Employees3
Clients9
DateApr 2022
Total AUM$115.1M
Discretionary$102.2M
Non-Disc.$12.9M
Employees3
Clients9