LODESTAR WEALTH, LLC

LODESTAR WEALTH, LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 308028). Regulatory assets under management: $33.6M.

Registration

• CRD: 308028
• Type: Registered investment adviser
• Location: 225 DYER STREET, PROVIDENCE, RI, 02903
• Phone: (617) 386-2055
• Latest filing: 2026-03-31
• Regulatory AUM: $33.6M
• Discretionary AUM: $33.6M
• Clients: 1
• Accounts: 139

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 308028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search