Bluestone Wealth Management LLC
● SEC registered since 2007CRD 137959SEC# 801-68611Keene, NH
Reg. AUM
$272.9M
Employees
2
Accounts
118
Location
Keene, NH
Bluestone Wealth Management LLC assets under management
Bluestone Wealth Management LLC is a registered investment adviser overseen by the SEC based in Keene, NH. The firm has been registered since 2007. It reports $272.9 million in regulatory assets under management and employs 2 people.
Bluestone Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Clinton-Catlin Control | Member | 50-75% | 2005 |
| Elizabeth Johnson Catlin Control | Member & Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does Bluestone Wealth Management LLC manage?
Bluestone Wealth Management LLC reports $272.9 million in regulatory assets under management on its Form ADV.
How many employees does Bluestone Wealth Management LLC have?
Bluestone Wealth Management LLC reports 2 employees.
Where is Bluestone Wealth Management LLC located?
Bluestone Wealth Management LLC is based in Keene, NH and has been SEC-registered since 2007.
Does Bluestone Wealth Management LLC disclose fund performance?
Bluestone Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 67 Winter Street, Keene, NH 03431 |
| Phone | 603-499-4737 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.9M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$272.9Mregulatory AUM
Discretionary $272.9M