Stackstone Wealth, LLC

Overview

Stackstone Wealth, LLC is an adviser organized as a limited liability company that recently registered with the SEC in 2026. The firm is flagged as a newly formed adviser and is owned through a combination of a domestic entity and an individual. It is classified as "Unclassified" in the snapshot data and is not identified as a capital allocator. Services offered focus on traditional wealth-advisory activities: financial planning and portfolio management for individuals, small businesses, and for business or institutional clients. Pension consulting services are also listed among the advisory activities. The firm reports several fee arrangements, including percentage-of-AUM billing, fixed fees, and other fee structures. Stackstone indicates it is not an active ESG investor. Industry affiliation is listed as Other Investment Adviser.

Assets & Accounts

Location & Offices