Lodestone Wealth Management LLC
● SEC registered since 2021CRD 151115SEC# 801-120040Spokane, WA
Reg. AUM
$346.5M
Employees
3
Accounts
717
Location
Spokane, WA
Lodestone Wealth Management LLC assets under management
Lodestone Wealth Management LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2021. It reports $346.5 million in regulatory assets under management and employs 3 people.
Lodestone Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph McDirmid Control | Managing Member | 50-75% | 2021 |
| Daniel Clary Murphy Control | Managing Member/Cco | 50-75% | 2009 |
Frequently asked questions
How much does Lodestone Wealth Management LLC manage?
Lodestone Wealth Management LLC reports $346.5 million in regulatory assets under management on its Form ADV.
How many employees does Lodestone Wealth Management LLC have?
Lodestone Wealth Management LLC reports 3 employees.
Where is Lodestone Wealth Management LLC located?
Lodestone Wealth Management LLC is based in Spokane, WA and has been SEC-registered since 2021.
Does Lodestone Wealth Management LLC disclose fund performance?
Lodestone 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 | 9 S Washington St, Ste 211, Spokane, WA 99201 |
| Phone | 509-413-2386 |
| Office hours | 8:00 a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$346.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$346.5Mregulatory AUM
Discretionary $346.5M