CRD: 326055
Bluestone Private Wealth, LLC
$190.4M Total AUM
$99.9M Disc. AUM
-- 3Y CAGR
3 Employees
19 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2023
- Office Locations
- 1
Office Locations
1382 West Ninth Street, Suite 205 Cleveland OH
About Bluestone Private Wealth, LLC
Bluestone Private Wealth is a registered investment adviser operating as an ultra-high-net-worth multi-family office. The firm supports a niche client base with wealth planning and portfolio construction, including estate, tax, and insurance planning. Investment exposure includes ETFs, fixed income, and alternative strategies such as private equity and real estate. Custody is with Charles Schwab & Co.
Team overview
-- AVG AGE
$95.2M AVG AUM / ADVISOR
$10.0M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER ROBERT BARR
Chief Compliance Officer, Partner
- CRD
- #6384903
- Ownership
- 50% but less than 75%
Available
Available
Available
STEPHANIE LYNN SANDLE
Partner
- CRD
- #6701357
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,949,941 | $1,281,410 |
| Non-Discretionary | $90,460,193 | $611,218 |
| Total | $190,410,134 | $842,523 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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