Active
BLUESTONE WEALTH MANAGEMENT LLC
Investment Advice|KEENE, NH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$258M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 258.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 137959 |
| SEC Number | 801-68611 |
| Street Address | 67 WINTER STREET |
| Location | KEENE, NH 03431 |
| Country | United States |
| Phone | 603-499-4737 |
| Total Employees | 2 |
Client Count by Type (35 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 30 |
| Individuals (other than H… | 5 |
Community Partners
CITY OF KEENE
COUNTY OF CHESHIRE
TOWN OF ALSTEAD
TOWN OF CHESTERFIELD
TOWN OF DUBLIN
TOWN OF FITZWILLIAM
TOWN OF GILSUM
TOWN OF HARRISVILLE
TOWN OF HENNIKER
TOWN OF HINSDALE
TOWN OF JAFFREY
TOWN OF MARLBOROUGH
TOWN OF NELSON
TOWN OF RICHMOND
TOWN OF RINDGE
TOWN OF ROXBURY
TOWN OF STODDARD
TOWN OF SULLIVAN
TOWN OF SURRY
TOWN OF SWANZEY
CITY OF KEENE
COUNTY OF CHESHIRE
TOWN OF ALSTEAD
TOWN OF CHESTERFIELD
TOWN OF DUBLIN
TOWN OF FITZWILLIAM
TOWN OF GILSUM
TOWN OF HARRISVILLE
TOWN OF HENNIKER
TOWN OF HINSDALE
TOWN OF JAFFREY
TOWN OF MARLBOROUGH
TOWN OF NELSON
TOWN OF RICHMOND
TOWN OF RINDGE
TOWN OF ROXBURY
TOWN OF STODDARD
TOWN OF SULLIVAN
TOWN OF SURRY
TOWN OF SWANZEY
CITY OF KEENE
COUNTY OF CHESHIRE
TOWN OF ALSTEAD
TOWN OF CHESTERFIELD
TOWN OF DUBLIN
TOWN OF FITZWILLIAM
TOWN OF GILSUM
TOWN OF HARRISVILLE
TOWN OF HENNIKER
TOWN OF HINSDALE
TOWN OF JAFFREY
TOWN OF MARLBOROUGH
TOWN OF NELSON
TOWN OF RICHMOND
TOWN OF RINDGE
TOWN OF ROXBURY
TOWN OF STODDARD
TOWN OF SULLIVAN
TOWN OF SURRY
TOWN OF SWANZEY
Municipal Government
25 Active
25
Organizations
CHESHIRE COUNTY CONSERVATION DISTRICT
CHESTERFIELD FIRE DISTRICT
DUBLIN FIRE DEPT
FITZWILLIAM WATER DISTRICT
GRANITE LAKE VILLAGE DISTRICT
KEENE HOUSING AUTHORITY
NORTH SWANZEY WATER AND FIRE PRECINCT
NORTH WALPOLE VILLAGE DISTRICT
PERRY LANE LIGHTING DISTRICT
SOUTHWESTERN NEW HAMPSHIRE DISTRICT FIRE MUTUAL AID SYSTEM
SPOFFORD FIRE DISTRICT
WALPOLE FIRE DISTRICT
CHESHIRE COUNTY CONSERVATION DISTRICT
CHESTERFIELD FIRE DISTRICT
DUBLIN FIRE DEPT
FITZWILLIAM WATER DISTRICT
GRANITE LAKE VILLAGE DISTRICT
KEENE HOUSING AUTHORITY
NORTH SWANZEY WATER AND FIRE PRECINCT
NORTH WALPOLE VILLAGE DISTRICT
PERRY LANE LIGHTING DISTRICT
SOUTHWESTERN NEW HAMPSHIRE DISTRICT FIRE MUTUAL AID SYSTEM
SPOFFORD FIRE DISTRICT
WALPOLE FIRE DISTRICT
CHESHIRE COUNTY CONSERVATION DISTRICT
CHESTERFIELD FIRE DISTRICT
DUBLIN FIRE DEPT
FITZWILLIAM WATER DISTRICT
GRANITE LAKE VILLAGE DISTRICT
KEENE HOUSING AUTHORITY
NORTH SWANZEY WATER AND FIRE PRECINCT
NORTH WALPOLE VILLAGE DISTRICT
PERRY LANE LIGHTING DISTRICT
SOUTHWESTERN NEW HAMPSHIRE DISTRICT FIRE MUTUAL AID SYSTEM
SPOFFORD FIRE DISTRICT
WALPOLE FIRE DISTRICT
Special District
12 Active
12
Organizations
CHESTERFIELD SCHOOL DISTRICT
CHESTERFIELD SCHOOLS
FALL MOUNTAIN REGIONAL SCHOOL DIST
HARRISVILLE SCH DIST
HENNIKER COMMUNITY SCHOOL
HINSDALE SCH DIST
JAFFREY RINDGE SCH DIST
KEENE SCHOOL DISTRICT
MARLBOROUGH TOWN SCH DIST
MARLOW TOWN SCH DIST
MONADNOCK REGIONAL SCHOOL DIST
NELSON TOWN SCH DIST
SAU 24
STODDARD SCHOOL DISTRICT
STODDARD TOWN SCH DIST
SULLIVAN SCHOOL DISTRICT
SURRY SCHOOL DISTRICT
WEARE SCHOOL DISTRICT
WESTMORELAND SCH DIST
WINCHESTER SCH DIST
CHESTERFIELD SCHOOL DISTRICT
CHESTERFIELD SCHOOLS
FALL MOUNTAIN REGIONAL SCHOOL DIST
HARRISVILLE SCH DIST
HENNIKER COMMUNITY SCHOOL
HINSDALE SCH DIST
JAFFREY RINDGE SCH DIST
KEENE SCHOOL DISTRICT
MARLBOROUGH TOWN SCH DIST
MARLOW TOWN SCH DIST
MONADNOCK REGIONAL SCHOOL DIST
NELSON TOWN SCH DIST
SAU 24
STODDARD SCHOOL DISTRICT
STODDARD TOWN SCH DIST
SULLIVAN SCHOOL DISTRICT
SURRY SCHOOL DISTRICT
WEARE SCHOOL DISTRICT
WESTMORELAND SCH DIST
WINCHESTER SCH DIST
CHESTERFIELD SCHOOL DISTRICT
CHESTERFIELD SCHOOLS
FALL MOUNTAIN REGIONAL SCHOOL DIST
HARRISVILLE SCH DIST
HENNIKER COMMUNITY SCHOOL
HINSDALE SCH DIST
JAFFREY RINDGE SCH DIST
KEENE SCHOOL DISTRICT
MARLBOROUGH TOWN SCH DIST
MARLOW TOWN SCH DIST
MONADNOCK REGIONAL SCHOOL DIST
NELSON TOWN SCH DIST
SAU 24
STODDARD SCHOOL DISTRICT
STODDARD TOWN SCH DIST
SULLIVAN SCHOOL DISTRICT
SURRY SCHOOL DISTRICT
WEARE SCHOOL DISTRICT
WESTMORELAND SCH DIST
WINCHESTER SCH DIST
School District
20 Active
20
Organizations
1911 ARCHIVE ASSOCIATION LTD
372 MARLBORO ST HOME ASSOC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ADAPTIVE DISABILITY SOLUTIONS INC
ADVOCATES FOR COMMUNITY EMPOWERMENT
AFRICAN EDUCATE
ALPHA SIGMA PHI FRATERNITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMAZING GRACE ANIMAL SANCTUARY
AMERICAN ACHILLES FOUNDATION
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BED REGISTRY
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATIONS OF TEACHERS
AMERICAN INDEPENDENT BUSINESS ALLIANCE
AMERICAN INFIDELS VMC-NH
AMERICAN LEGION
1911 ARCHIVE ASSOCIATION LTD
372 MARLBORO ST HOME ASSOC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ADAPTIVE DISABILITY SOLUTIONS INC
ADVOCATES FOR COMMUNITY EMPOWERMENT
AFRICAN EDUCATE
ALPHA SIGMA PHI FRATERNITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMAZING GRACE ANIMAL SANCTUARY
AMERICAN ACHILLES FOUNDATION
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BED REGISTRY
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATIONS OF TEACHERS
AMERICAN INDEPENDENT BUSINESS ALLIANCE
AMERICAN INFIDELS VMC-NH
AMERICAN LEGION
1911 ARCHIVE ASSOCIATION LTD
372 MARLBORO ST HOME ASSOC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ADAPTIVE DISABILITY SOLUTIONS INC
ADVOCATES FOR COMMUNITY EMPOWERMENT
AFRICAN EDUCATE
ALPHA SIGMA PHI FRATERNITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMAZING GRACE ANIMAL SANCTUARY
AMERICAN ACHILLES FOUNDATION
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BED REGISTRY
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATIONS OF TEACHERS
AMERICAN INDEPENDENT BUSINESS ALLIANCE
AMERICAN INFIDELS VMC-NH
AMERICAN LEGION
Nonprofit Organization
599 Active
599
Organizations
Community Partners107 organizations
TOWN OF ALSTEAD
Municipal Government·ALSTEAD
TOWN OF CHESTERFIELD
Municipal Government·CHESTERFIELD
TOWN OF DUBLIN
Municipal Government·DUBLIN
TOWN OF FITZWILLIAM
Municipal Government·FITZWILLIAM
TOWN OF GILSUM
Municipal Government·GILSUM
TOWN OF HENNIKER
Municipal Government·HENNIKER
TOWN OF JAFFREY
Municipal Government·JAFFREY
TOWN OF RICHMOND
Municipal Government·RICHMOND
TOWN OF ROXBURY
Municipal Government·ROXBURY
TOWN OF UNITY
Municipal Government·CHARLESTOWN
TOWN OF WESTMORELAND
Municipal Government·WESTMORELAND
TOWN OF WINCHESTER
Municipal Government·WINCHESTER
CHESHIRE COUNTY CONSERVATION DISTRICT
Special District·WALPOLE
CHESTERFIELD FIRE DISTRICT
Special District·CHESTERFIELD
DUBLIN FIRE DEPT
Special District·DUBLIN
FITZWILLIAM WATER DISTRICT
Special District·FITZWILLIAM
GRANITE LAKE VILLAGE DISTRICT
Special District·MUNSONVILLE
KEENE HOUSING AUTHORITY
Special District·KEENE
NORTH SWANZEY WATER AND FIRE PRECINCT
Special District·NORTH SWANZEY
NORTH WALPOLE VILLAGE DISTRICT
Special District·NORTH WALPOLE
PERRY LANE LIGHTING DISTRICT
Special District·KEENE
SOUTHWESTERN NEW HAMPSHIRE DISTRICT FIRE MUTUAL AID SYSTEM
Special District·KEENE
SPOFFORD FIRE DISTRICT
Special District·SPOFFORD
WALPOLE FIRE DISTRICT
Special District·WALPOLE
CHESTERFIELD SCHOOL DISTRICT
School District·KEENE
FALL MOUNTAIN REGIONAL SCHOOL DIST
School District·CHARLESTOWN
HENNIKER COMMUNITY SCHOOL
School District·HENNIKER
KEENE SCHOOL DISTRICT
School District·KEENE
MARLOW TOWN SCH DIST
School District·KEENE
NELSON TOWN SCH DIST
School District·KEENE
SAU 24
School District·HENNIKER
STODDARD SCHOOL DISTRICT
School District·STODDARD
STODDARD TOWN SCH DIST
School District·HENNIKER
SULLIVAN SCHOOL DISTRICT
School District·SULLIVAN
1911 ARCHIVE ASSOCIATION LTD
Nonprofit Organization·KEENE
372 MARLBORO ST HOME ASSOC
Nonprofit Organization·Swanzey
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Keene
ADAPTIVE DISABILITY SOLUTIONS INC
Nonprofit Organization·Fitzwilliam
ADVOCATES FOR COMMUNITY EMPOWERMENT
Nonprofit Organization·KEENE
AFRICAN EDUCATE
Nonprofit Organization·Keene
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Keene
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Marlborough
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Keene
AMAZING GRACE ANIMAL SANCTUARY
Nonprofit Organization·SULLIVAN
AMERICAN ACHILLES FOUNDATION
Nonprofit Organization·DUBLIN
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Keene
AMERICAN BED REGISTRY
Nonprofit Organization·Keene
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Henniker
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Keene
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Keene
AMERICAN FEDERATIONS OF TEACHERS
Nonprofit Organization·Keene
AMERICAN INDEPENDENT BUSINESS ALLIANCE
Nonprofit Organization·Keene
AMERICAN INFIDELS VMC-NH
Nonprofit Organization·Hinsdale
AMERICAN LEGION
Nonprofit Organization·Dublin
AMERICAN LEGION
Nonprofit Organization·Marlborough
AMERICAN LEGION
Nonprofit Organization·Chesterfield
AMERICAN LEGION
Nonprofit Organization·Swanzey
AMERICAN LEGION AUXILIARY
Nonprofit Organization·KEENE
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Jaffrey
AMERICAN LEGION GORDON BISSELL POST 4
Nonprofit Organization·KEENE
AMERICAN LEGION GORDON-BISSELL UNIT 4 AUXILIARY
Nonprofit Organization·Keene
AMERICAN POSTAL WORKERS ACCIDENT BENEFIT ASSOCIATION
Nonprofit Organization·CHARLESTOWN
AMERICAN PRODUCTION & INVENTORY CONTROL SOCIETY
Nonprofit Organization·Jaffrey
AMERICAN STRING TEACHERS ASSOC OF NH INC
Nonprofit Organization·Swanzey
AMOS FORTUNE FORUM
Nonprofit Organization·Jaffrey
ANDREW W MARSHALL FOUNDATION
Nonprofit Organization·JAFFREY
APPLE HILL CENTER FOR CHAMBER MUSIC, INC.
Nonprofit Organization·NELSON
ASH HILL CENTER FOR THE ARTS
Nonprofit Organization·JAFFREY
ASHUELOT CONCERTS
Nonprofit Organization·KEENE
ASSOCIATION FOR THE STUDY OF
Nonprofit Organization·KEENE
ASSOCIATION OF MEDICAL DIRECTORS OF INFORMATION SYSTEMS
Nonprofit Organization·Keene
AVA 0593 GRANITE STATE TRAIL WALKER
Nonprofit Organization·Jaffrey
BACH WITH VERSE
Nonprofit Organization·NELSON
BEECH HILL-DUBLIN LAKE WATERSHED ASSOCIA
Nonprofit Organization·DUBLIN
BENEVOLENT & PROTECTIVE ORDER OF
Nonprofit Organization·KEENE
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Nonprofit Organization·Keene
BODY & SOUL ROAD RUNNERS
Nonprofit Organization·KEENE
BONNIE S BASEMENT INCORPORATED
Nonprofit Organization·Keene
BORROMEO PROJECT INC
Nonprofit Organization·Munsonville
BRANCH RIVER THEATRE INC-KEENE COMMUNITY THEATRE INC
Nonprofit Organization·Keene
BSA OWNERS CLUB OF NEW ENGLAND INC
Nonprofit Organization·Jaffrey
CARES
Nonprofit Organization·Charlestown
CASINO FREE NEW HAMPSHIRE INC
Nonprofit Organization·KEENE
CEDARCREST INC DBA CEDARCREST CENTER
Nonprofit Organization·KEENE