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Lodestone Wealth Management
Founded in 2009 and headquartered in Spokane, Washington, Lodestone Wealth Management operates as a registered investment advisor serving a client base that...
Lodestone Wealth Management
Founded in 2009 and headquartered in Spokane, Washington, Lodestone Wealth Management operates as a registered investment advisor serving a client base that spans individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm was built around the principle that investment advice and financial planning should be delivered under a fiduciary standard, separating it from the brokerage and bank-trust models more common in its regional market. The firm runs discretionary portfolio management across a mix of asset classes that includes public equities, fixed income, and alternative allocations where client suitability and portfolio construction warrant. Rather than pushing proprietary products, Lodestone selects strategies from external asset managers and structures portfolios around client-specific factors — time horizon, tax sensitivity, liquidity needs — a posture consistent with independent RIAs of its generation. The firm also provides stand-alone financial planning covering retirement income, estate transfer, and education funding, treating the planning engagement as the anchor of the client relationship. The Spokane location positions Lodestone to serve a regional client base in eastern Washington and northern Idaho, an area where the independent RIA model remains less concentrated than in coastal metros. The firm has not disclosed AUM or team headcount publicly, and it does not maintain visible adjacent vehicles such as a philanthropic foundation or real-asset operating arm. This absence of disclosed scale markers suggests a firm sized for deeply local, relationship-driven wealth management rather than institutional multi-family-office ambitions. What distinguishes Lodestone structurally is its combination of RIA fiduciary status, product-agnostic portfolio construction, and a planning-first engagement model — a configuration that places the firm closer to the ethos of a personal CFO than to a regional bank trust department. The lack of publicly disclosed AUM or named investment personnel limits visibility into growth trajectory, but the independence and advisory-only structure represent genuine differentiators in a Spokane market still dominated by bank-affiliated and brokerage-based advisors.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Spokane
Corporate office
Spokane, WA, United States
Frequently asked questions
Is Lodestone Wealth Management a fiduciary or a broker-dealer?
Lodestone is structured as a registered investment advisor, which legally obligates the firm to act as a fiduciary to its clients. This means it must place client interests ahead of its own and disclose any conflicts, a standard that differs from the suitability standard applied to broker-dealers. The firm's ADV filings and public disclosures reflect this RIA-only registration.
Does Lodestone use proprietary investment products?
No. Lodestone operates on an open-architecture model, selecting external managers and strategies rather than directing client capital into proprietary funds. This approach is consistent with the independent RIA model and is intended to reduce the conflict of interest present when an advisor earns revenue from both advisory fees and product manufacturing.
What types of clients does Lodestone serve?
The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. While the client mix is not broken out publicly, the inclusion of retirement plans and non-profits alongside individual households suggests a diversified local and regional book rather than a narrow ultra-high-net-worth focus.
Does Lodestone manage assets in-house or outsource to external managers?
Lodestone constructs portfolios using external investment managers and vehicles, applying in-house discretion over asset allocation and manager selection. The firm does not market a suite of internally managed mutual funds or separate accounts, placing it among the advisor-as-allocator category of RIAs.
Where is Lodestone Wealth Management's client base concentrated?
The firm's sole office is in Spokane, Washington, serving clients concentrated in eastern Washington and northern Idaho. This geographic focus reflects a regional advisory model rather than a multi-office national footprint, with the local presence supporting direct, in-person client relationships.
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