Lodestone Wealth Management LLC

Lodestone Wealth Management LLC (CRD# 151115) is a financial advisory firm headquartered in Spokane, WA. They manage $274,380,050 in 644 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9 S Washington St, Ste 211, Spokane, WA 99201
https://www.lodestonewm.com
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $426,056
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, ID, OR, TX, WA

Financial Advisors at Lodestone Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kristy Maples, financial advisor Spokane WA
Kristy L. Maples
CRD#: 5700163
9 S Washington St, Ste 211, Spokane, WA 99201

Kristy Maples (CRD# 5700163) is an Investment Advisor Representative working at Lodestone Wealth Management LLC in Spokane, WA and has over 13 years of experience in the finance industry.

2
Daniel Murphy, financial advisor Spokane WA
Daniel C. Murphy
CRD#: 4418879
9 S Washington St Ste 211, Spokane, WA 99201

Daniel Murphy (CRD# 4418879) is an Investment Advisor Representative working at Lodestone Wealth Management LLC in Spokane, WA and has over 24 years of experience in the finance industry.

3
James Terrells, financial advisor Spokane WA
James H. Terrells
CRD#: 5121159
9 S Washington St, Ste 211, Spokane, WA 99201

James Terrells (CRD# 5121159) is an Investment Advisor Representative working at Lodestone Wealth Management LLC in Spokane, WA and has over 16 years of experience in the finance industry.

4
Andrew McDirmid, financial advisor Spokane WA
Andrew J. McDirmid
CRD#: 7157564
9 S Washington St, Ste 211, Spokane, WA 99201

Andrew McDirmid (CRD# 7157564) is an Investment Advisor Representative working at Lodestone Wealth Management LLC in Spokane, WA and has over 4 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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