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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURPHY, DANIEL, CLARY | I | MEMBER/CCO | E | Control |
| MURPHY, DANIEL, CLARY | I | MEMBER/CCO | E | Control |
| MURPHY, DANIEL, CLARY | I | MEMBER/CCO | E | Control |
| MURPHY, DANIEL, CLARY | I | MEMBER/CCO | E | Control |
| MCDIRMID, ANDREW, JOSEPH | I | OWNER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | OWNER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | OWNER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | OWNER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | OWNER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MCDIRMID, ANDREW, JOSEPH | I | MANAGING MEMBER | D | Control |
| MURPHY, DANIEL, CLARY | I | OWNER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | OWNER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | OWNER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | OWNER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | OWNER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
| MURPHY, DANIEL, CLARY | I | MANAGING MEMBER/CCO | D | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (7)
CA CO FL ID OR TX WA
Address
9 S WASHINGTON STSTE 211
SPOKANE, WA 99201
United States
Phone: 509-413-2386