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Amanda Mishaela Albright

Lodestar Private Asset Management LLC

Alamo, CA

CRD 7404524

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Employer firm

Lodestar Private Asset Management LLC CRD 107638

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lodestar Private Asset Management Llc

3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-24
  • CA RA
    APPROVED
    Since 2025-03-24

Branch Locations

3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brooklyn Fi, Llc San Diego CA 05/2021 05/2022
Hoylecohen San Diego CA 04/2020 04/2021
R.M. Davis Portland ME 09/2017 01/2020
Macpage South Portland ME 06/2015 08/2017
Unemployed San Diego CA 01/2020 04/2020
Lodestar Private Asset Management Alamo CA 05/2022 Present
  • 05/2021 → 05/2022
    San Diego, CA
  • 04/2020 → 04/2021
    Hoylecohen
    San Diego, CA
  • 09/2017 → 01/2020
    R.M. Davis
    Portland, ME
  • 06/2015 → 08/2017
    Macpage
    South Portland, ME
  • 01/2020 → 04/2020
    Unemployed
    San Diego, CA
  • 05/2022 → Present
    Lodestar Private Asset Management
    Alamo, CA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Mishaela Albright

View on SEC IAPD

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