Bluestone Private Wealth, LLC
● SEC registered since 2025CRD 326055SEC# 801-132967Cleveland, OH
Reg. AUM
$190.4M
Employees
3
Accounts
226
Location
Cleveland, OH
Bluestone Private Wealth, LLC assets under management
Bluestone Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Cleveland, OH. The firm has been registered since 2025. It reports $190.4 million in regulatory assets under management and employs 3 people.
Bluestone Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Barr Control | Partner & Chief Compliance Officer | 50-75% | 2023 |
| Stephanie Lynn Sandle Control | Partner | 50-75% | 2023 |
Frequently asked questions
How much does Bluestone Private Wealth, LLC manage?
Bluestone Private Wealth, LLC reports $190.4 million in regulatory assets under management on its Form ADV.
How many employees does Bluestone Private Wealth, LLC have?
Bluestone Private Wealth, LLC reports 3 employees.
Where is Bluestone Private Wealth, LLC located?
Bluestone Private Wealth, LLC is based in Cleveland, OH and has been SEC-registered since 2025.
Does Bluestone Private Wealth, LLC disclose fund performance?
Bluestone Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1382 West Ninth Street, Suite 205, Cleveland, OH 44113 |
| Phone | 216-299-1883 |
| Fax | N/A |
| Office hours | 9:00 a.m. To 5:00 a.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.4M▲ 29%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$190.4Mregulatory AUM
Discretionary $99.9MNon-discretionary $90.5M