# BLUESTONE WEALTH MANAGEMENT LLC

BLUESTONE WEALTH MANAGEMENT LLC of KEENE, NH is an SEC-registered investment adviser.

## Registration

- CRD: 137959
- Type: SEC-registered investment adviser
- SEC file number: 801-68611
- Location: 67 WINTER STREET, KEENE, NH, 03431
- Phone: 603-499-4737
- Latest filing: 2026-01-29
- Regulatory AUM: $272.9M
- Discretionary AUM: $272.9M
- Clients: 2
- Accounts: 118

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137959/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137959/similar
- Related entities: https://search.stillhousedata.com/firm/137959/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137959

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.