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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2009
- Office Locations
- 3
Office Locations
About Lodestone Wealth Management LLC
Lodestone Wealth Management is an SEC-registered RIA providing investment management, financial planning, and tax planning. The firm builds evidence-based, diversified stock/bond portfolios—often using low-cost ETFs and mutual funds alongside individual securities—with global equity exposure and risk levels tailored to each client. Planning is driven by cash-flow modeling through retirement, and a CPA on the team supports income-tax and estate planning coordination.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW JOSEPH MCDIRMID
Investment Advisor, Managing Member
- CRD
- #7157564
- Ownership
- 50% but less than 75%
DANIEL CLARY MURPHY
Chief Compliance Officer, Managing Member
- CRD
- #4418879
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KRISTY LYNN MAPLES
--
- CRD
- #5700163
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,482,109 | $483,239 |
| Non-Discretionary | $0 | -- |
| Total | $346,482,109 | $483,239 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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