StackWealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$0
About
StackWealth LLC provides wealth management, investment management, and financial planning services, including project‑based engagements and coordination with third‑party professionals. The firm operates on a fee‑only fiduciary basis and is oriented toward high‑net‑worth individuals rather than non‑HNW retail clients.
The firm’s investment approach incorporates Modern Portfolio Theory and a mix of passive and active strategies, with portfolios composed of stocks, bonds, mutual funds, and ETFs and the option to include individual securities. StackWealth may implement client allocations using third‑party model portfolios (including XYPN Invest) and Outside Managers, manages accounts on a discretionary basis when authorized, and offers socially responsible investing options and client‑imposed restrictions.
Noteworthy features include a stated $500,000 account minimum and multi‑thousand‑dollar financial planning fees, which align with its focus on affluent clients and are less common among peers that serve broader retail populations. As a newly registered firm (2025) with a very small client base and reliance on institutional custody and third‑party model providers, StackWealth appears to be building an adviser platform that leans on external infrastructure rather than in‑house trading or custody.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
Fee options
Project-Based Financial Planning: fixed fees range from $500 to $20,000; Financial Planning: fixed fees $5,000 - $12,000 annually
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.30%
$350 per hour for Project-Based Financial Planning
Account minimum: $500,000 Fee-only: Financial Planning: $5,000 - $12,000 annually (fixed fee); Project-Based Financial Planning: $500 - $20,000 fixed fee or $350 hourly rate
Main office location
StackWealth LLC
New York NY, United States
Number of offices
1
Most active in
StackWealth LLC has reported serving >5 clients in these states in the last 12 months.
New York
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
Quick links
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