RIA Intel›Advisers›Montana›CLEARSTONE WEALTH MANAGEMENT, LLC

CLEARSTONE WEALTH MANAGEMENT, LLC

Advisory

WHITEFISH, MT

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$317K

across 95 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT, TN, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

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BLACKMORE GROUP, LLC

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