# BLUESTONE WEALTH PLANNING, LLC

BLUESTONE WEALTH PLANNING, LLC of ATLANTA, GA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 169555
- Type: SEC-registered investment adviser
- Location: 3350 RIVERWOOD PKWY, NW, ATLANTA, GA, 30339
- Phone: 4044411015
- Latest filing: 2026-07-30
- Regulatory AUM: $8.1M
- Discretionary AUM: $8.1M
- Clients: 1
- Accounts: 43

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169555/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169555/similar
- Related entities: https://search.stillhousedata.com/firm/169555/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169555

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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.