B
$272.9M Total AUM
$272.9M Disc. AUM
9.6% 3Y CAGR
2 Employees
37 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Vector vector
- Established Date
- 01-12-2006
- Office Locations
- 1
Office Locations
67 Winter Street Keene NH
About Bluestone Wealth Management LLC
Bluestone Wealth Management is a Keene, NH-based RIA offering an integrated, single-advisor approach to wealth management, helping clients streamline financial decisions with discretion and a best-interest focus. The firm provides financial and investment planning and portfolio construction, typically using mutual funds and ETFs and, where appropriate, alternatives such as real estate/hedge funds. Custody is with Fidelity/NFS.
Team overview
-- AVG AGE
$136.5M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
20.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
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Fund Managers
Atlas
Investment Themes
Horizon optima Unison legacy
Investment Vehicles
Zenith
Services
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Technology
Fusion ridge
Owner & Executives
E
ELIZABETH JOHNSON CATLIN
Chief Compliance Officer, PRINCIPAL
- CRD
- #5055860
- Ownership
- 50% but less than 75%
(770) 347-7477
insight.harbor@vertexcapital.com
in linkedin.com/in/unison-legacy
C
CHRISTINE CLINTON-CATLIN
--
- CRD
- #5055870
- Ownership
- 50% but less than 75%
(948) 587-9187
prime.glacier@glaciercapital.com
in linkedin.com/in/bridge-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,940,969 | $2,313,059 |
| Non-Discretionary | $0 | -- |
| Total | $272,940,969 | $2,313,059 |
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Separately Managed Accounts
Total SMA Asset: $272,940,969
Public Funds:
29.0% Equity - Exchange:
36.0% Cash:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,064,711,974 | 29.0% |
| Equity - Exchange | $1,321,711,416 | 36.0% |
| Cash | $1,284,997,210 | 35.0% |
| Total | $3,671,420,600 | 100.0% |