Lodestone Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$330,420,171
Clients
287
Advisors
3
across 3 offices
About
Lodestone Wealth Management advises individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. It provides discretionary portfolio management and financial planning, typically implementing portfolios with exchange‑traded funds, mutual funds, individual equities, and fixed‑income securities, with basic planning services included in its management relationship.
The firm manages accounts on a discretionary basis using fundamental analysis and a mix of long‑term, short‑term, and trading strategies, and it customizes portfolios using client profiles and written investment restrictions. Lodestone may allocate portions of client assets to third‑party separate managers when access to specific strategies or funds is needed, and for accredited investors it may recommend non‑traded private offerings (such as non‑traded REITs) on a non‑discretionary basis.
Compared with many peers, Lodestone operates at a larger scale for a small advisory team (reporting about $346.5 million in discretionary assets) and discloses the use of borrowing/margin features within separately managed account arrangements through custodial and separate‑manager practices. The firm’s principal owners also maintain outside industry roles — one holds broker‑dealer registration and insurance licenses and another provides CPA services through a separate, family‑owned firm — disclosures the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning generally range from $1,500 to $3,500 depending on scope and complexity; flat fee arrangements for management fees are possible on an exceptional basis.
$0 - $500,000: 1.25% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually Over $5,000,000+: Negotiable
Hourly fees for standalone financial planning services, specific amounts not stated.
Account minimum: $250,000
Main office
See office9 S Washington St Ste 211
Spokane WA 99201
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Florida · Idaho · Oregon · Texas · Washington
Also doing business as
Lodestone Wealth Management LLC · Murphy Investment Management LLC · Murphy Investments LLC · Murphy Wealth Management
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.
Advisors at this firm
Andrew M
Series 65
Tavernier, FL
Lodestone Wealth Management LLC
Andrew Mcdirmid is a financial advisor at Lodestone Wealth Management LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Eide Bailly LLP for five years. Outside of his advisory role, Mcdirmid assists with accounting, marketing, design, and strategic planning for an outdoor clothing retailer. Lodestone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning, typically using a mix of exchange-traded funds, mutual funds, individual equities, and fixed-income securities tailored to client profiles and investment restrictions.
Kristy M
Series 66
Carlton, WA
Lodestone Wealth Management LLC
Kristy Maples is a financial advisor at Lodestone Wealth Management LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Northwest Investment Advisors, Inc. since 2013. Lodestone Wealth Management serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and other business entities, providing discretionary portfolio management and financial planning with customized portfolios that include exchange-traded funds, mutual funds, individual equities, and fixed-income securities.
Daniel M
Series 66
Spokane, WA
Lodestone Wealth Management LLC
Daniel Murphy is a financial advisor at Lodestone Wealth Management LLC in Spokane, WA, holding a Series 66 designation with 26 years of industry experience. He has been with Lodestone Wealth Management since 2009 and also has a concurrent affiliation with Northwest Investment Advisors, Inc. Outside of advisory work, Mr. Murphy personally owns and manages two rental properties. Lodestone Wealth Management serves individual clients, trusts, pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, utilizing customized portfolios that include exchange-traded funds, mutual funds, individual equities, fixed-income securities, and allocations to third-party Separate Managers and private placements for accredited investors.
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