Lodestar Private Asset Management LLC

Lodestar Private Asset Management LLC (CRD# 107638) is a financial advisory firm headquartered in Alamo, CA. They manage $360,560,129 in 714 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $504,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, TX

Financial Advisors at Lodestar Private Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kevin L. Gray
CRD#: 2176604
3201 Danville Blvd, Ste. 275, Alamo, CA 94507
96
Wealthminder
score

Kevin Gray (CRD# 2176604) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 25 years of experience in the finance industry. Kevin Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randall L. Manley
CRD#: 1142277
3201 Danville Blvd., Ste. 275, Alamo, CA 94507
93
Wealthminder
score

Randall Manley (CRD# 1142277) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 28 years of experience in the finance industry.

3
Stephan A. Werth
CRD#: 4137958
3201 Danville Boulevard, Suite 275, Alamo, CA 94507
93
Wealthminder
score

Stephan Werth (CRD# 4137958) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 16 years of experience in the finance industry.

4
Thomas A. Howard
CRD#: 4450952
3201 Danville Blvd, Suite 275, Alamo, CA 94507
90
Wealthminder
score

Thomas Howard (CRD# 4450952) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 15 years of experience in the finance industry.

5
Scott C. Miller
CRD#: 1330872
3201 Danville Blvd., Ste. 275, Alamo, CA 94507
90
Wealthminder
score

Scott Miller (CRD# 1330872) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has 1 year of experience in the finance industry. Scott Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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