Stackstone Wealth, LLC

Overview

Stackstone Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (registration year 2026) and reports a mixed ownership structure that includes both a domestic entity and individual owners. Its client base spans individual and family investors as well as institutional relationships. Service lines emphasize advice and portfolio management: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm charges fees based on a percentage of assets under management, fixed fees and other fee arrangements. Stackstone does not position itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices