# Clearstone Wealth Management, LLC

> Clearstone Wealth Management, LLC is a state-registered investment advisory firm in Whitefish, MT, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 334088
- Filed as: CLEARSTONE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Whitefish, MT
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334088
- AdvisorCensus page: https://advisorcensus.com/firm/clearstone-wealth-management-llc-whitefish-mt-334088

## Quick answers

**How is Clearstone Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearstone Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clearstone Wealth Management, LLC located?**
Clearstone Wealth Management, LLC's principal office is in Whitefish, MT, according to its Form ADV.

**Is Clearstone Wealth Management, LLC registered with the SEC or a state?**
Clearstone Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 334088.

**How much does Clearstone Wealth Management, LLC manage?**
Clearstone Wealth Management, LLC reports $30,139,307 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Clearstone Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Clearstone 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334088

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,139,307
- Discretionary: $30,139,307
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $4,521,176 |
| High net worth individuals | 22 | $25,000,362 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $617,769 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT, TN, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearstone Wealth Management, LLC (CRD 334088): Form ADV filing data as of October 2026.