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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 08-05-2020
- Office Locations
- 1
Office Locations
About Lodestar Wealth, LLC
Bespoke Fiduciary Advisors (formerly Lodestar Wealth) is a fiduciary RIA providing custom, goals-based financial planning and wealth management, advising clients on a range of financial decisions. Portfolios are built primarily with public funds and ETFs and implemented via Schwab-custodied accounts. Clients access plans and portfolio information through an eMoney client portal; advisory services are offered through Lodestar Wealth Public Benefit, LLC.
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Owner & Executives
JAMES J TAVARES III
Chief Compliance Officer, CHIEF OPERATING OFFICER, Owner
- CRD
- #5181280
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,611,598 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,611,598 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,611,598
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $960,252,754 | 39.7% |
| Equity - Exchange | $587,761,761 | 24.3% |
| Cash | $870,758,164 | 36.0% |
| Total | $2,418,772,679 | 100.0% |