Lodestone Wealth Management is an investment advisor in Spokane with $221.56 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
271037555
SEC advisor number
801-120040
FINRA CRD number
151115
AUM ?
$221.56 mm
(as of 9 May 23)
Accounts
589
(as of 9 May 23)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM TO 4:00PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Murphy, Daniel, Clary | Managing Member/cco | 09/2009 | 50-75% |
| Mcdirmid, Andrew, Joseph | Managing Member | 07/2021 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Oct 24
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23