# Bluestone Wealth Management LLC

> Bluestone Wealth Management LLC is an SEC-registered investment advisory firm in Keene, NH, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 137959
- Filed as: BLUESTONE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Keene, NH
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137959
- AdvisorCensus page: https://advisorcensus.com/firm/bluestone-wealth-management-llc-keene-nh-137959

## Quick answers

**How is Bluestone Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bluestone Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Bluestone Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated January 29, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bluestone Wealth Management LLC located?**
Bluestone Wealth Management LLC's principal office is in Keene, NH, according to its Form ADV.

**Is Bluestone Wealth Management LLC registered with the SEC or a state?**
Bluestone Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 137959.

**How much does Bluestone Wealth Management LLC manage?**
Bluestone Wealth Management LLC reports $272,940,969 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**How have Bluestone Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Bluestone Wealth Management LLC: Regulatory assets under management: $200,838,971 in the October 2021 data and $272,940,969 in the October 2026 data, up 36%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bluestone Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (7).

**Which custodians does Bluestone Wealth Management LLC use?**
Bluestone Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bluestone Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137959

**Does Bluestone Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 29, 2026 says: "Bluestone generally requires a minimum relationship size of $2,500,000 to effectively implement its investment process, which may be reduced at the sole discretion of Bluestone."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Wealth management fees charged by Bluestone range up to 1.00% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with Bluestone.

- Account minimum: $2,500,000 (the brochure says it may be waived or negotiated)

> Bluestone generally requires a minimum relationship size of $2,500,000 to effectively implement its investment process, which may be reduced at the sole discretion of Bluestone.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $272,940,969
- Discretionary: $272,940,969
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $692,168 |
| High net worth individuals | 30 | $272,248,801 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluestonenh.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,838,971 | 2 | January 29, 2021 |
| October 2022 | $245,760,025 | 2 | January 26, 2022 |
| October 2023 | $208,917,877 | 2 | February 2, 2023 |
| October 2024 | $228,581,803 | 2 | January 17, 2024 |
| October 2025 | $258,000,100 | 2 | January 23, 2025 |
| October 2026 | $272,940,969 | 2 | January 29, 2026 |

Regulatory assets under management: $200,838,971 in the October 2021 data and $272,940,969 in the October 2026 data, up 36%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluestone Wealth Management LLC (CRD 137959): Form ADV filing data as of October 2026.