S
Stack Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$0
About
Stack Wealth Management is a small, independent advisory firm that provides referral-based advisory services to individuals (including high‑net‑worth individuals) and business entities. Instead of directly managing client portfolios, the firm assists clients in establishing relationships with a third‑party investment adviser, Brookstone Capital Management, and supports the onboarding and account‑setup process.
The firm’s principal draws on long experience in investments and focuses on helping clients transition from working life to retirement, gathering clients’ financial information and assessing suitability before making referrals. Stack Wealth Management does not make individualized securities recommendations, does not exercise investment discretion or custody client assets, and makes clear that clients must enter a separate advisory agreement with the recommended third‑party manager.
Notably, the firm’s principal is a licensed insurance agent and offers commissionable insurance products to clients, a practice the brochure discloses as a potential conflict of interest while stating clients are not required to use those services. The practice is referral‑focused and does not provide direct portfolio management or custody, and it appears to concentrate on HNW and institutional-type clients rather than typical non‑HNW retail individuals.
Client services
Selection of other advisers
Expertise
General retirement planning
Most active in
Stack Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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