Stifel Wealth Tracker

Overview

Stifel Wealth Tracker is organized as a limited liability company and registered with the SEC in 2018. The firm is classified as an institutional registered investment adviser and is identified as a related adviser to other entities. Ownership is noted as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant; its reported fee structure is listed as "Other." The firm's reported industry affiliations cover a wide range of roles: broker-dealer, other investment adviser, registered municipal advisor, commodity pool operator/commodity trading advisor (CPO/CTA), banking or thrift institution, trust company, accountant, law firm, insurance company, pension consultant, and sponsor/GP/managing member of pooled investment vehicles. Those affiliations indicate the entity operates within a broader financial-services ecosystem that spans advisory, broker-dealer, trust, and sponsor/manager functions.

Assets & Accounts

Public Holdings

Investments & Alternatives