Bluestone Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$185,943,128
Clients
17
Advisors
2
of 3 employees
About
Bluestone Private Wealth provides wealth advisory oversight and portfolio management primarily to high‑net‑worth and individual clients, working with a deliberately small client base (17 clients). Services described in the brochure include individualized investment policy statements, ongoing portfolio management, financial planning, trust advisory services, concentrated‑wealth strategies, family governance, and philanthropy guidance, and the firm may refer clients to third‑party advisers for implementation.
The firm seeks discretionary authority for trading where appropriate, tailors portfolios with model allocations plus customized recommendations, and documents risk tolerance in formal Investment Policy Statements. Bluestone’s methods draw from a mix of fundamental, quantitative, technical, cyclical and modern‑portfolio‑theory analysis, and its listed strategies include long‑term investing as well as options trading (including covered and uncovered strategies), with account reviews performed at least monthly.
Noteworthy features relative to many peers include a high asset‑per‑client profile — roughly $190 million in assets under management across 17 clients — combined with no stated account minimum and a recent transition to SEC registration despite the firm’s recent formation. The brochure also discloses operational particulars that differ from many advisors (it does not aggregate block trades for multiple client accounts) and notes receipt of soft‑dollar or institutional benefits via its recommended custodian, which can affect access to research and trade execution.
Client services
Expertise
Fee options
0.75% annually
Main office
1382 West Ninth Street, Suite 205
Cleveland OH 44113
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher B
Series 65
Cleveland, OH
Bluestone Private Wealth, LLC
Christopher Barr is a Series 65-registered financial advisor with 10 years of industry experience. He has worked at Bluestone Private Wealth, LLC since 2023 and previously spent eight years at MAI Capital Management LLC. Bluestone Private Wealth provides wealth advisory, portfolio management, and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored investment strategies through a small team, employing a mix of analytic methods and diverse investment approaches including options trading and allocations to private equity and other alternatives.
Stephanie S
CFP®
Cleveland, OH
Bluestone Private Wealth, LLC
Stephanie Sandle is a CFP® professional based in Cleveland, OH, with nine years of industry experience. She has worked at Bluestone Private Wealth, LLC since 2023 and previously spent ten years at MAI Capital Management, LLC. Bluestone Private Wealth provides wealth advisory and portfolio management services primarily to high-net-worth and individual clients, focusing on a small client base. The firm employs a range of investment approaches, including fundamental, quantitative, technical, cyclical, and modern portfolio theory analysis, offering customized strategies such as long-term investing and options trading.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)