Bluestone Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Bluestone Wealth Management reports 37 clients. They include 30 high-net-worth individuals and 7 individual clients. Of its assets, 100.0% ($273M across 118 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 19% | <1% |
| High-net-worth individuals | 81% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7 | $692K | 0.3% | $98.9K |
| High-net-worth individuals | 30 | $272M | 99.7% | $9.07M |
| Total | 37 | $273M | 100% | $7.38M |
- Clients
- 7
- Regulatory AUM
- $692K
- AUM share
- 0.3%
- Avg. per client
- $98.9K
- Clients
- 30
- Regulatory AUM
- $272M
- AUM share
- 99.7%
- Avg. per client
- $9.07M
Total
- Clients
- 37
- Regulatory AUM
- $273M
- AUM share
- 100%
- Avg. per client
- $7.38M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bluestone Wealth Management charges up to 1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Elizabeth Catlin owns 50% to 75% of Bluestone Wealth Management. The leadership team of Bluestone Wealth Management includes Chief Compliance Officer Elizabeth Catlin. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Bluestone Wealth Management LLC
Elizabeth Catlin
Control person · since June 2005
- Owns 50% to 75% of Bluestone Wealth Management LLC
Christine Clinton-Catlin
Control person · since June 2005
Bluestone Wealth Management’s regulatory assets grew from $201M (January 2021) to $273M (January 2026); clients rose from 25 to 37 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $273M | 37 | 2 | 1 |
| Jan 2025January 2025 | $258M | 35 | 2 | 1 |
| Jan 2024January 2024 | $229M | 30 | 2 | 1 |
| Feb 2023February 2023 | $209M | 33 | 2 | 1 |
| Jan 2022January 2022 | $246M | 29 | 2 | 1 |
| Jan 2021January 2021 | $201M | 25 | 2 | 1 |
Besides its headquarters, Bluestone Wealth Management has 0 offices, with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 67 Winter Street, KeeneHQ
Contact and registration details
- Legal name
- Bluestone Wealth Management LLC
- Headquarters
- 67 Winter Street, Keene, NH 03431
- Website
- bluestonenh.com
- Phone
- 603-499-4737
- SEC file
- 801-68611
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Bluestone Wealth Management’s named custodian for separately managed accounts is Fidelity ($273M). Bluestone Wealth Management has custody of $103M for 18 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $273M100%
At year end, Bluestone Wealth Management’s separately managed accounts were mostly in funds (59%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds59%
- Cash7%
How many clients does Bluestone Wealth Management have?
Bluestone Wealth Management has 37 clients and manages $273 million for them, as of January 2026. They include 30 high-net-worth individuals and 7 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 January 2026
What services does Bluestone Wealth Management offer?
Bluestone Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bluestone Wealth Management charge?
Bluestone Wealth Management charges up to 1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: BLUESTONE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 29 January 2026
Which custodians does Bluestone Wealth Management use?
Bluestone Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $273M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 January 2026
How many financial advisors does Bluestone Wealth Management have?
Bluestone Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bluestone Wealth Management invest in?
At the end of its last fiscal year, Bluestone Wealth Management’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bluestone Wealth Management?
Bluestone Wealth Management’s direct owners are Elizabeth Catlin (50% to 75%) and Christine Clinton-Catlin (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 January 2026
How does Bluestone Wealth Management get paid?
Bluestone Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bluestone Wealth Management?
Bluestone Wealth Management’s main office is at 67 Winter Street, Keene, NH 03431. Its phone number is 603-499-4737. Its website is bluestonenh.com.