Bluestone Private Wealth, LLC

RIASEC Registered

Total AUM

$190M

Discretionary

$99.9M

52% of AUM

Avg account

$843K

Accounts

226

Employees

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 326055
Registered since: June 12, 2025
Website: bluestoneprivate.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI96.49%
Charitable Organizations2.35%
Individuals1.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluestone Private Wealth, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2025) and bills clients on a percentage-of-assets-under-management basis. Its client mix spans high-net-worth individuals and families as well as institutional accounts. Core advisory capabilities include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and selection of external investment managers. Bluestone describes itself as a capital allocator: it sources and allocates capital to third-party managers in addition to managing liquid portfolios directly. The firm does not characterize itself as an active ESG investor and is not positioned as a pension consultant or a multi-state adviser.