LODESTONE WEALTH MANAGEMENT LLC
CRD #151115 SEC #801-120040 SPOKANE, WA 509-413-2386
SEC Registered
Total AUM
$306.2M
Discretionary
$306.2M
Employees
3
Clients
101
Accounts
681
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $306.2M | $306.2M | $0 | 3 | 0 |
| Jun 2025 | $306.2M | $306.2M | $0 | 4 | 0 |
| Apr 2025 | $306.2M | $306.2M | $0 | 4 | 0 |
| Apr 2025 | $306.2M | $306.2M | $0 | 4 | 0 |
| Mar 2025 | $306.2M | $306.2M | $0 | 4 | 0 |
| Feb 2024 | $274.4M | $274.4M | $0 | 4 | 0 |
| May 2023 | $221.6M | $221.6M | $0 | 4 | 0 |
| Mar 2023 | $221.6M | $221.6M | $0 | 4 | 0 |
| Apr 2022 | $229.6M | $229.6M | $0 | 3 | 0 |
| Mar 2022 | $229.6M | $229.6M | $0 | 3 | 0 |
| Nov 2021 | $209.6M | $209.6M | $0 | 3 | 0 |
| Aug 2021 | $209.6M | $209.6M | $0 | 3 | 0 |
| Jul 2021 | $209.6M | $209.6M | $0 | 1 | 0 |
| Apr 2021 | $128.8M | $128.8M | $0 | 1 | 0 |
| Mar 2021 | $128.8M | $128.8M | $0 | 1 | 0 |
| Nov 2020 | $125.4M | $125.4M | $0 | 1 | 0 |
DateOct 2025
Total AUM$306.2M
Discretionary$306.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$306.2M
Discretionary$306.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$306.2M
Discretionary$306.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$306.2M
Discretionary$306.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$306.2M
Discretionary$306.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees1
Clients0