Clearstone Wealth Management, LLC

Overview

Clearstone Wealth Management, LLC is a state registered investment adviser based in Whitefish, MT, registered since 2024. It reports $30.1M in assets under management across 95 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$30.1M

Discretionary

100%

Accounts

95

Average account

$317K

Employees

1

Advisory reps

1

Registered since

2024

Jurisdictions

3

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Paul Reynold Brown Managing Member, Chief Compliance Officer CRD 6569754

Advisory reps 1 of 1

• Paul Reynold Brown Investment Adviser Rep CRD 6569754

Location

Headquarters

132 Wild Rose Ln
Whitefish, MT 59937

County

Flathead

Metro area

Kalispell, MT

Region

West

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: clearstonewm.com

Every state, with registration dates

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