AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
275 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$306.2M
Fee Structure
This document is a brochure supplement and does not contain fee information. Refer to the Lodestone Wealth Management LLC Brochure for fee details.
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Advisor Information
Office location
9 S Washington St, Ste 211, Spokane, WA, 99201
Get directionsRegulatory History (1)
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Regulatory
April 2025Final
Other Business Activities
Andrew is involved with TheHuna, an outdoor clothing retailer, assisting with accounting, marketing, design, and strategic planning, dedicating about a quarter of his time. He also works with McDirmid Advisor CPA, PLLC, an accounting firm, spending a few hours per week.
Employment History
Current Registrations
Lodestone Wealth Management LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Eide Bailly Advisors, LLC
July 2019 - April 2021 · 1 yr 9 mos
State Registrations4 states
FLIDTXWA
Advisor
Exams
No exam information available for this advisor.