Lodestone Wealth Management Llc
- Regulatory AUM
- $346M
- Discretionary
- $346M
- Clients
- 291
- Avg AUM / client
- $1.2M
- Accounts
- 717
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 188 | $33.3M | 9.6% |
| High net worth individuals | 99 | $297M | 85.8% |
| Pension and profit sharing plans | 3 | $3.0M | 0.87% |
| Charitable organizations | 1 | $13.0M | 3.77% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Clary Murphy | Managing Member/Cco | Sep 2009 (17y) | 50% – 75% | |
| Andrew Joseph Mcdirmid | Managing Member | Apr 2021 (5y) | 50% – 75% | |
| Kristy Lynn Maples | Registered representative | May 2011 (15y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $274M (79% of AUM) Mar 2026
- Fidelity Brokerage Services $68.5M (20% of AUM) Mar 2026
- National Financial Services (Fidelity) $46.8M (21% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗