Bluestone Wealth Management LLC

Bluestone Wealth Management LLC (CRD# 137959) is a financial advisory firm headquartered in Keene, NH. They manage $140,842,029 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $1,829,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Bluestone Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth J. Catlin
CRD#: 5055860
67 Winter Street, Keene, NH 03431
93
Wealthminder
score

Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 11 years of experience in the finance industry.

2
Christine Clinton-Catlin
CRD#: 5055870
67 Winter Street, Keene, NH 03431
93
Wealthminder
score

Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 11 years of experience in the finance industry.

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