# Bluestone Wealth Planning

Bluestone Wealth Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 169555
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169555

## About

Bluestone Wealth Planning, LLC is a state-registered investment adviser in Atlanta, GA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Bluestone Wealth Planning affiliated with any other known financial entities?

No documented affiliations with other firms or family offices have been found in public records. The firm operates independently based on available information.

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- [GAGNI WEALTH MANAGEMENT](https://altss.com/profile/gagni-wealth-management-llc)
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Last updated: 2026-07-06T01:24:12.826Z

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