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BLUESTONE WEALTH PLANNING, LLC

CRD 169555

Visit website

3350 RIVERWOOD PKWY, NW, SUITE 1900, ATLANTA, GA, 30339, United States

Phone

4044411015

Fax

888-489-4465

Registration

— (—)

Source

State registered

Total AUM

$8.1M

Discretionary AUM

$8.1M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals18$3.4M
High net worth individuals4$4.7M

All web addresses on file

Official SEC filing: View on IAPD