Wealth Manager
    Manages Private Funds

    Clearstone Wealth Management, LLC

    Registered investment advisor · Whitefish, Montana · CRD #334088

    Assets Under Management
    $30M
    Client Accounts
    95
    Employees
    1
    CRD Number
    334088
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clearstone Wealth Management, LLC

    Clearstone Wealth Management, LLC is a registered investment advisory firm headquartered in Whitefish, Montana, managing approximately $30M in regulatory assets across 95 client accounts. The firm's full regulatory record is filed with the SEC under CRD #334088.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Clearstone Wealth Management, LLC

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    Frequently Asked Questions

    What is Clearstone Wealth Management, LLC's AUM?

    Clearstone Wealth Management, LLC reports approximately $30M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clearstone Wealth Management, LLC headquartered?

    Clearstone Wealth Management, LLC is headquartered in Whitefish, Montana.

    What is Clearstone Wealth Management, LLC's CRD number?

    Clearstone Wealth Management, LLC's CRD number is 334088. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clearstone Wealth Management, LLC manage?

    Clearstone Wealth Management, LLC manages approximately 95 client accounts according to its latest SEC filing.

    Is Clearstone Wealth Management, LLC SEC registered?

    Clearstone Wealth Management, LLC is registered as a STATE investment adviser.

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