Lodestar Wealth, LLC

Lodestar Wealth, LLC (CRD# 308028) is a financial advisory firm headquartered in Cumberland, RI. They manage $15,206,834 in 119 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
45 Industrial Rd, Ste 100, Cumberland, RI 02864
https://lodestarwealth.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $127,789
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI, TX

Financial Advisors at Lodestar Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Tavares, financial advisor Cumberland RI
James J. Tavares
CRD#: 5181280
45 Industrial Rd, Ste 100, Cumberland, RI 02864

James Tavares (CRD# 5181280) is an Investment Advisor Representative working at Lodestar Wealth, LLC in Cumberland, RI and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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