$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-20-2024
- Office Locations
- 1
Office Locations
132 Wild Rose Lane Whitefish MT
About Clearstone Wealth Management, LLC
Clearstone Wealth Management is a fee-only fiduciary RIA providing personal wealth planning and active, tactically managed portfolios built around clients’ retirement and long-term goals. The firm monitors holdings and adjusts exposure as market conditions change, starting with a planning process that includes a complimentary portfolio review. Custody through Charles Schwab.
Team overview
67 AVG AGE
$30.1M AVG AUM / ADVISOR
$519.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Paul Reynold Brown
Chief Compliance Officer, Managing Member
- CRD
- #6569754
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,139,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,139,307 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Private Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing