LODESTONE WEALTH MANAGEMENT LLC of SPOKANE, WA is an SEC-registered investment adviser (CRD 151115). Regulatory assets under management: $346.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| 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 | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (509) 939-3245 |
| — | — | 1 | 0000000000 |
| — | — | 1 | 509-939-3245 |
| — | — | 1 | (509) 939-3245 |
| — | — | 1 | 0000000000 |
| — | — | 1 | 509-939-3245 |