Stackstone Wealth, LLC

Overview

Stackstone Wealth, LLC is a newly formed SEC-registered advisory firm (registration year 2026) organized as a limited liability company and owned by a combination of a domestic entity and an individual. The firm provides fee-based financial advice and portfolio management across several client types, charging a mix of percentage-of-AUM, fixed fees, and other fee arrangements. Listed advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The snapshot indicates the firm does not position itself as an active ESG investor and does not identify as a capital allocator. The firm’s industry affiliation is listed simply as an investment adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices