BLUESTONE WEALTH MANAGEMENT LLC of KEENE, NH is an SEC-registered investment adviser (CRD 137959). Regulatory assets under management: $272.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Elizabeth Johnson Catlin | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Christine Clinton-Catlin | MEMBER | — |
| CATLIN ELIZABETH JOHNSON | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| CLINTON-CATLIN CHRISTINE | MEMBER; PRINCIPAL | — |