Wealth manager, independent · Spokane, WA
Lodestone Wealth Management LLC
SEC-registered investment adviser · CRD 151115 · SEC 801-120040
At a glance
Lodestone Wealth Management LLC is an SEC-registered investment adviser based in Spokane, Washington, with $346 million in regulatory assets under management as of its Form ADV filed March 5, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 287 individual clients. By Form ADV it is a wealth manager, ranked 3,938th of 8,915 wealth managers and 9,450th of 17,210 SEC-registered advisers by assets.
Main office 509-413-2386lodestonewm.comAs filed on Form ADV
- Regulatory AUM
- $346M
- Rank among wealth managers
- #3,938 of 8,915
- Rank among all SEC RIAs
- #9,450 of 17,210
- Rank in Washington
- #133 of 271
- Individual clients
- 287
- High-net-worth clients
- 99
- Accounts
- 717
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 4
Owners and executives on its Form ADV
- Daniel C. MurphyManaging Member/cco
- Andrew J. McDirmidManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Lodestone Wealth Management LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 99 | $297M | 86% |
| Individuals | 188 | $33M | 10% |
| Charitable organizations | 1 | $13M | 4% |
| Pension and profit sharing plans | 3 | $3M | <1% |
Disciplinary disclosures
Lodestone Wealth Management LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lodestonewm.com ↗
AtlasMembers
The full record on Lodestone Wealth Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 6,366 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lodestone Wealth Management LLC manage?
Lodestone Wealth Management LLC reports $346 million in regulatory assets under management across 717 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 5, 2026.
What kind of firm is Lodestone Wealth Management LLC?
Lodestone Wealth Management LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Lodestone Wealth Management LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($297 million, 99 clients); individuals ($33 million, 188 clients); charitable organizations ($13 million, 1 clients).
Does Lodestone Wealth Management LLC have any disciplinary history?
Lodestone Wealth Management LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Lodestone Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →