B
$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2013
- Office Locations
- 1
Office Locations
3350 Riverwood Pkwy, NW Suite 1900 Atlanta GA
About Bluestone Wealth Planning, LLC
Bluestone Wealth Planning, LLC is a Atlanta-based RIA. The firm has been operating for 12 years. Managing $8.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
51 AVG AGE
$8.1M AVG AUM / ADVISOR
$366.9K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Client Personas
Optima
Investment Themes
Element vertex
Investment Vehicles
Radial bridge
Services
Ridge Crest Vital crest Radial ridge Insight harbor
Owner & Executives
P
PHILIP DUNWOODY COX JR
Managing Member
- CRD
- #2858433
- Ownership
- 75% or more
(331) 519-7094
vector.ridge@radialcapital.com
in linkedin.com/in/ridge-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,072,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,072,469 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,072,469
Public Funds:
33.5% Derivatives:
36.2% Cash:
9.2% Equity - Exchange:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,195,861,715 | 33.5% |
| Derivatives | $2,372,841,615 | 36.2% |
| Cash | $603,042,620 | 9.2% |
| Equity - Exchange | $1,383,065,141 | 21.1% |
| Total | $6,554,811,091 | 100.0% |