$3.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
14 yrs Firm Age
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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-05-2011
- Office Locations
- 1
Office Locations
-- Moore OK
About Lodestar Asset Management LLC
Lodestar is an independent, fee-only financial planning and wealth management firm serving Bay Area clients such as Silicon Valley entrepreneurs, C-suite executives, and second-act semi-retirees. The team emphasizes holistic guidance—asset management paired with broader financial and tax planning. Public filings indicate portfolios are primarily implemented with ETFs and public funds; the firm is compensated only by clients.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$619.3K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DEBORAH ANN GROTHE-RODGERS
Chief Compliance Officer
- CRD
- #2611539
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,715,690 | -- |
| Total | $3,715,690 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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