CLEARSTONE WEALTH MANAGEMENT, LLC

CLEARSTONE WEALTH MANAGEMENT, LLC of WHITEFISH, MT is an SEC-registered investment adviser (CRD 334088). Regulatory assets under management: $30.1M.

Registration

• CRD: 334088
• Type: Registered investment adviser
• Location: 132 WILD ROSE LANE, WHITEFISH, MT, 59937
• Phone: 866-328-6297
• Latest filing: 2026-02-18
• Regulatory AUM: $30.1M
• Discretionary AUM: $30.1M
• Clients: 1
• Accounts: 95

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 334088 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search