Daniel Clary Murphy
Investment adviser representative at Lodestone Wealth Management LLC
17 yearsExperience
3 statesRegistered in
$346.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Northwest Investment Advisors, Inc.Jun 2013 to now
- Lodestone Wealth Management, LLCOct 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
Lodestone Wealth Management LLC
$346.5MAssets managed
291Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4418879
- Firm CRD
- 151115