Stackstone Wealth, LLC

Overview

Stackstone Wealth, LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm is owned by a combination of a domestic entity and an individual and is classified in the available records as unclassified. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements listed include a percentage-of-AUM component, fixed fees, and other fee types. The record flags Stackstone as not being a capital allocator and not an active ESG investor. It is also not marked as a multi-state adviser in the snapshot data. Industry affiliation is listed as Other Investment Adviser. The snapshot does not disclose the firm’s assets under management or client count.

Investments & Alternatives

Location & Offices