# LODESTONE WEALTH MANAGEMENT LLC

LODESTONE WEALTH MANAGEMENT LLC of SPOKANE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 151115
- Type: SEC-registered investment adviser
- SEC file number: 801-120040
- Location: 9 S WASHINGTON ST, STE 211, SPOKANE, WA, 99201
- Phone: 509-413-2386
- Latest filing: 2026-03-05
- Regulatory AUM: $346.5M
- Discretionary AUM: $346.5M
- Clients: 3
- Accounts: 717

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Clary Murphy | MANAGING MEMBER/CCO | — |
| Andrew Joseph Mcdirmid | MANAGING MEMBER | — |
| MURPHY DANIEL CLARY | MANAGING MEMBER/CCO; MEMBER/CCO; OWNER/CCO | — |
| MCDIRMID ANDREW JOSEPH | MANAGING MEMBER; OWNER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-12-06 | regulatory | THE FLORIDA OFFICE OF FINANCIAL REGULATION FOUND THAT THE ADVISORY REPRESENTATIVE VIOLATED SECTION 517.12(4), FLORIDA STATUTES (2023), BY RENDERING INVESTMENT ADVICE FROM ALLOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED WITH FLORIDA AS AN ASSOCIATED PERSON OF THE ADVISER. | Final | $13K |
| — | regulatory | — | — | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (509) 939-3245 |
| — | — | 1 | 0000000000 |
| — | — | 1 | 509-939-3245 |
| — | — | 1 | (509) 939-3245 |
| — | — | 1 | 0000000000 |
| — | — | 1 | 509-939-3245 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151115/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151115/similar
- Related entities: https://search.stillhousedata.com/firm/151115/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151115

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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.