BLUESTONE WEALTH PLANNING, LLC

BLUESTONE WEALTH PLANNING, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 169555). Regulatory assets under management: $8.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 169555
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169555 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search