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 ?
$274.38 mm
(as of 28 Feb 24)
Accounts
644
(as of 28 Feb 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
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