Lodestar Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,411,598
Clients
46
Advisors
1
of 1 employees
About
Lodestar Wealth serves individuals, high-net-worth individuals, and business entities, including pension and profit-sharing plans, offering ongoing discretionary and non‑discretionary portfolio management as well as financial planning services. The firm documents each client’s goals and constraints in an Investment Policy Statement and provides regular account reporting through custodial statements.
The firm’s investment approach emphasizes ETF-centered, long‑term strategies informed by a mix of fundamental, quantitative, technical analysis and modern portfolio theory, with active monitoring and the option for discretionary trading. Portfolios are generally built from ETFs, mutual funds, equities, fixed income and real‑estate funds, and the firm may incorporate private placements, venture capital interests, commodities and precious‑metal exposures when appropriate for diversification.
Compared with many solo independent advisers, Lodestar works with corporate retirement arrangements and profit‑sharing or pension plans, a client type that is relatively uncommon for firms of its size. The adviser is organized as a public benefit LLC, maintains access to an institutional custodian platform that supplies trading and research services, and typically delivers financial plans as a one‑time engagement with follow‑up available by request.
Client services
Expertise
Fee options
Fixed fee $1,000 to $5,000 for financial planning
$0 - $250,000: 0.95% $250,001 - $750,000: 0.85% $750,001 - $1,750,000: 0.75% $1,750,001 - $3,750,000: 0.65% $3,750,001+: 0.30%
$375 per hour
Account minimum: $50,000 Fee-only: Fixed fee $1,000 - $5,000; Hourly fee $375/hour
Main office
225 Dyer Street
Providence RI 02903
Advisors at this office
1
Most active in
Massachusetts · Rhode Island · Texas
Also doing business as
Lodestar Wealth Public Benefit, LLC · Lodestar Wealth, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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