LODESTONE WEALTH MANAGEMENT LLC
Adviser information for LODESTONE WEALTH MANAGEMENT LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 644 | $274.4M |
| Non-Discretionary | 0 | $0 |
| Total | 644 | $274.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 178 | $26.0M |
| HNW Individuals | 88 | $234.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.0M |
| Charitable organizations | <5 | $11.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
9 S WASHINGTON STSTE 211
SPOKANE
WA
United States
Monday - Friday, 8:00 AM TO 4:00PM
Tel: 509-413-2386, Fax: None
Websites
Chief Compliance Officer
DAN MURPHY
MANAGING MEMBER
9 S WASHINGTON ST STE 211
SPOKANE
WA
United States
Tel:
(509)413-2386
Fax:
(509)474-0183
D*****@**************M
(Full email address available in API data)
Regulatory Contact
KRISTY MAPLES
CONTROLLOR
9 S WASHINGTON ST
STE 211
SPOKANE
WA
United States
Tel:
509-413-2386
K*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MURPHY, DANIEL, CLARY | Individual | – | MANAGING MEMBER/CCO | 09/2009 | 50-75% |
| MCDIRMID, ANDREW, JOSEPH | Individual | – | MANAGING MEMBER | 07/2021 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 249K | 2K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 24K | 80 | JENSEN INVESTMENT MANAGEMENT INC |
| ACCENTURE PLC IRELAND | SHS CLASS A | 356K | 1K | – |
| ADVANCED MICRO DEVICES INC | COM | 217K | 1K | – |
| ALLSTATE CORP | COM | 277K | 2K | – |
| ALPHABET INC | CAP STK CL A | 27K | 150 | JENSEN INVESTMENT MANAGEMENT INC |
| ALPHABET INC | CAP STK CL C | 4M | 21K | – |
| ALPHABET INC | CAP STK CL A | 2M | 10K | – |
| AMAZON COM INC | COM | 2M | 9K | – |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 555K | 11K | – |
| AMERICAN EXPRESS CO | COM | 2M | 10K | Atria Investments, Inc |
| AMERICAN EXPRESS CO | COM | 1M | 4K | – |
| AMGEN INC | COM | 2M | 7K | Atria Investments, Inc |
| AMGEN INC | COM | 2M | 7K | – |
| APA CORPORATION | COM | 1M | 43K | Atria Investments, Inc |
| APA CORPORATION | COM | 255K | 9K | – |
| APPLE INC | COM | 25K | 120 | JENSEN INVESTMENT MANAGEMENT INC |
| APPLE INC | COM | 7M | 34K | – |
| ARISTA NETWORKS INC | COM | 300K | 857 | – |
| AT&T INC | COM | 250K | 13K | – |
| BANK AMERICA CORP | COM | 2M | 43K | Atria Investments, Inc |
| BANK AMERICA CORP | COM | 1M | 28K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 518K | 1K | Atria Investments, Inc |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 7K | – |
| BLACKSTONE INC | COM | 2M | 14K | – |
| BOEING CO | COM | 624K | 3K | – |
| CAPITAL GROUP CORE BALANCED | SHS | 219K | 7K | – |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 1M | 45K | – |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 3M | 90K | – |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 465K | 16K | – |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 639K | 19K | – |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 3M | 115K | – |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 3M | 150K | – |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 286K | 11K | – |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 1M | 41K | – |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 2M | 98K | – |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 1M | 50K | – |
| CENOVUS ENERGY INC | COM | 918K | 47K | Atria Investments, Inc |
| CENOVUS ENERGY INC | COM | 229K | 12K | – |
| CHEVRON CORP NEW | COM | 2M | 11K | – |
| CISCO SYS INC | COM | 2M | 34K | – |
| COCA COLA CO | COM | 570K | 9K | – |
| CONOCOPHILLIPS | COM | 1M | 13K | Atria Investments, Inc |
| CONOCOPHILLIPS | COM | 467K | 4K | – |
| COSTCO WHSL CORP NEW | COM | 1M | 2K | – |
| CREDIT ACCEP CORP MICH | COM | 609K | 1K | Atria Investments, Inc |
| CREDIT ACCEP CORP MICH | COM | 151K | 294 | – |
| D R HORTON INC | COM | 2M | 16K | Atria Investments, Inc |
| D R HORTON INC | COM | 564K | 4K | – |
| DEVON ENERGY CORP NEW | COM | 1M | 25K | Atria Investments, Inc |
| DEVON ENERGY CORP NEW | COM | 371K | 8K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2M | 68K | – |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 2M | 85K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2M | 36K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 573K | 11K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 1M | 51K | – |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 2M | 50K | – |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 535K | 19K | – |
| DISNEY WALT CO | COM | 212K | 2K | – |
| DOMINOS PIZZA INC | COM | 307K | 594 | – |
| EBAY INC. | COM | 1M | 22K | Atria Investments, Inc |
| EBAY INC. | COM | 328K | 6K | – |
| ELI LILLY & CO | COM | 436K | 481 | – |
| EXXON MOBIL CORP | COM | 950K | 8K | – |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 298K | 2K | – |
| FIFTH THIRD BANCORP | COM | 473K | 13K | Atria Investments, Inc |
| FIFTH THIRD BANCORP | COM | 112K | 3K | – |
| FORTINET INC | COM | 212K | 4K | – |
| HOME DEPOT INC | COM | 1M | 3K | JENSEN INVESTMENT MANAGEMENT INC |
| HOME DEPOT INC | COM | 616K | 2K | – |
| INTEL CORP | COM | 613K | 20K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 259K | 4K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 485K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 1M | 23K | – |
| INVESCO QQQ TR | UNIT SER 1 | 591K | 1K | – |
| ISHARES TR | CORE S&P500 ETF | 493K | 902 | – |
| ISHARES TR | U.S. REAL ES ETF | 207K | 2K | – |
| ISHARES TR | PFD AND INCM SEC | 470K | 15K | – |
| ISHARES TR | EAFE VALUE ETF | 537K | 10K | – |
| ISHARES TR | MSCI USA MIN VOL | 292K | 3K | – |
| ISHARES TR | 0-5 YR TIPS ETF | 526K | 5K | – |
| ISHARES TR | MSCI USA QLT FCT | 491K | 3K | – |
| ISHARES TR | MSCI USA MMENTM | 1M | 5K | – |
| ISHARES TR | MSCI INTL MOMENT | 291K | 8K | – |
| ISHARES TR | GENOMICS IMMUN | 230K | 8K | – |
| ISHARES TR | ROBOTICS ARTIF | 342K | 10K | – |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 1M | 22K | – |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 368K | 7K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 5M | 108K | – |
| JOHNSON & JOHNSON | COM | 9K | 60 | JENSEN INVESTMENT MANAGEMENT INC |
| JOHNSON & JOHNSON | COM | 1M | 7K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 9K | Atria Investments, Inc |
| JPMORGAN CHASE & CO. | COM | 3M | 13K | – |
| KEYSIGHT TECHNOLOGIES INC | COM | 229K | 2K | – |
| KIMBERLY-CLARK CORP | COM | 312K | 2K | – |
| LENNAR CORP | CL A | 3M | 17K | Atria Investments, Inc |
| LENNAR CORP | CL A | 701K | 5K | – |
| M & T BK CORP | COM | 436K | 3K | Atria Investments, Inc |
| M & T BK CORP | COM | 111K | 730 | – |
| MACERICH CO | COM | 2M | 121K | Atria Investments, Inc |
| MACERICH CO | COM | 498K | 32K | – |
| MARKEL GROUP INC | COM | 424K | 269 | – |
| MARVELL TECHNOLOGY INC | COM | 381K | 5K | – |
| MASTERCARD INCORPORATED | CL A | 13K | 30 | JENSEN INVESTMENT MANAGEMENT INC |
| MASTERCARD INCORPORATED | CL A | 498K | 1K | – |
| MCDONALDS CORP | COM | 5K | 20 | JENSEN INVESTMENT MANAGEMENT INC |
| MCDONALDS CORP | COM | 446K | 2K | – |
| MCKESSON CORP | COM | 514K | 880 | – |
| MERCK & CO INC | COM | 2M | 19K | Atria Investments, Inc |
| MERCK & CO INC | COM | 2M | 14K | – |
| MICROSOFT CORP | COM | 31K | 70 | JENSEN INVESTMENT MANAGEMENT INC |
| MICROSOFT CORP | COM | 6M | 14K | – |
| NVIDIA CORPORATION | COM | 3M | 24K | – |
| NVR INC | COM | 2M | 219 | Atria Investments, Inc |
| NVR INC | COM | 721K | 95 | – |
| OCCIDENTAL PETE CORP | COM | 2M | 39K | Atria Investments, Inc |
| OCCIDENTAL PETE CORP | COM | 690K | 11K | – |
| ORACLE CORP | COM | 669K | 5K | – |
| OVINTIV INC | COM | 2M | 35K | Atria Investments, Inc |
| OVINTIV INC | COM | 397K | 8K | – |
| PACCAR INC | COM | 2M | 21K | – |
| PACER FDS TR | PACER US SMALL | 1M | 29K | – |
| PACER FDS TR | US CASH COWS 100 | 3M | 52K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 261K | 10K | – |
| PATHWARD FINANCIAL INC | COM | 2M | 3K | – |
| PFIZER INC | COM | 241K | 9K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 472K | 5K | – |
| PROCTER AND GAMBLE CO | COM | 10K | 60 | JENSEN INVESTMENT MANAGEMENT INC |
| PROCTER AND GAMBLE CO | COM | 278K | 2K | – |
| QUALCOMM INC | COM | 853K | 4K | Atria Investments, Inc |
| QUALCOMM INC | COM | 2M | 10K | – |
| SCHWAB CHARLES CORP | COM | 854K | 12K | – |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 335K | 7K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 268K | 3K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 583K | 4K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 483K | 6K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 271K | 1K | – |
| SELECT SECTOR SPDR TR | ENERGY | 476K | 5K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 417K | 10K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 568K | 3K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 437K | 6K | – |
| SIMON PPTY GROUP INC NEW | COM | 2M | 16K | Atria Investments, Inc |
| SIMON PPTY GROUP INC NEW | COM | 628K | 4K | – |
| SPDR GOLD TR | GOLD SHS | 730K | 3K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 279K | 8K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 368K | 676 | Atria Investments, Inc |
| SPDR S&P 500 ETF TR | TR UNIT | 580K | 1K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 762K | 4K | – |
| TARGET CORP | COM | 1M | 8K | Atria Investments, Inc |
| TARGET CORP | COM | 487K | 3K | – |
| TESLA INC | COM | 376K | 2K | – |
| TOYOTA MOTOR CORP | ADS | 702K | 3K | – |
| U HAUL HOLDING COMPANY | COM | 204K | 3K | Atria Investments, Inc |
| U HAUL HOLDING COMPANY | COM | 54K | 871 | – |
| UNITED PARCEL SERVICE INC | CL B | 252K | 2K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2M | 31K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4M | 50K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 2M | 48K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 536K | 1K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 393K | 3K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 259K | 1K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 490K | 6K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 463K | 3K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 539K | 2K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 1M | 5K | – |
| VANGUARD INDEX FDS | VALUE ETF | 4M | 28K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 425K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3M | 11K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 596K | 5K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 277K | 6K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 2M | 36K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 259K | 1K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3M | 61K | – |
| VANGUARD WORLD FD | INF TECH ETF | 379K | 658 | – |
| VERIZON COMMUNICATIONS INC | COM | 334K | 8K | – |
| VISA INC | COM CL A | 2M | 7K | – |
| WALMART INC | COM | 367K | 5K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 112K | 15K | Atria Investments, Inc |
| WARNER BROS DISCOVERY INC | COM SER A | 78K | 10K | – |
| WEC ENERGY GROUP INC | COM | 227K | 3K | – |
| WESTERN ALLIANCE BANCORP | COM | 485K | 8K | Atria Investments, Inc |
| WESTERN ALLIANCE BANCORP | COM | 123K | 2K | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 974K | 19K | – |