BLUESTONE PRIVATE WEALTH, LLC

BLUESTONE PRIVATE WEALTH, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 326055). Regulatory assets under management: $190.4M.

Registration

• CRD: 326055
• SEC file number: 801-132967
• Type: Registered investment adviser
• Location: 1382 WEST NINTH STREET, SUITE 205, CLEVELAND, OH, 44113
• Phone: 216-299-1883
• Latest filing: 2026-03-05
• Regulatory AUM: $190.4M
• Discretionary AUM: $99.9M
• Non-discretionary AUM: $90.5M
• Clients: 3
• Accounts: 226

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search