STOCKADE WEALTH MANAGEMENT

Overview

Stockade Wealth Management is an independent registered investment adviser that serves individual and family clients, with a business model that blends financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. The firm also operates as an insurance broker, which shapes its product mix—particularly the use of annuities alongside traditional advisory solutions. Fee arrangements are flexible and include asset-based fees, hourly charges and fixed-fee engagements, allowing the firm to tailor billing to client needs. As a capital allocator, Stockade Wealth Management outsources portions of its alternative exposure to third-party managers rather than building extensive in-house alternative platforms. The firm is not positioned as an ESG specialist and does not advertise multi-state advisory registration; its client base and service scope remain focused on high-touch, individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices