SW
Stackstone Wealth, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342692
· SEC file 801-136461
· Dubuque, IA
☆ Save with Pro
ADV data as of Jul 27, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 27
AUM over time
$0
$0
May 11, 2026
Jul 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alysia Ann Harrick | Registered representative | Jun 2026 (0y) | ||
| Aiden Dunne | Registered representative | Jun 2026 (0y) | ||
| April R Blasen | Registered representative | CFP | Jun 2026 (0y) | |
| Brittany Marie Glendenning | Registered representative | Jun 2026 (0y) | ||
| Conner R Krantz | Registered representative | Jun 2026 (0y) | ||
| Gary Lynn Rowan | Registered representative | Jun 2026 (0y) | ||
| Gregory Mehler Johns | Registered representative | Jun 2026 (0y) | ||
| Hannah Fangmann | Registered representative | Jun 2026 (0y) | ||
| Joseph Andrew Leibfried | Registered representative | CFP | Jun 2026 (0y) | |
| Kelly Sue Schwigel | Registered representative | Jun 2026 (0y) | ||
| Logan Ben | Registered representative | CFP | Jun 2026 (0y) | |
| Mark T Frederick | Registered representative | Jun 2026 (0y) | ||
| Nick Splinter | Registered representative | Jun 2026 (0y) | ||
| Ricky Joseph Winslow | Registered representative | CFP | Jun 2026 (0y) | |
| Ryan Keating | Registered representative | CFP | Jun 2026 (0y) | |
| Scott Gerard Leibfried | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Stacey Ann Willenbring | Registered representative | Jun 2026 (0y) | ||
| Steven Glenn Mc Donough | Registered representative | Jun 2026 (0y) | ||
| Deanna Jean Brown | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PF AND CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗