Investment adviser · CRD 342692

STACKSTONE WEALTH, LLC

Investment adviser filing (IA)

DUBUQUE, IA, United States · Form ADV filed Aug 25, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
27
Reported in this filing
Advisory professionals
18
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

6601 BOULDER BROOK COURT
DUBUQUE, IA, 52003, United States

CRD 342692

Filing source

Form ADV 2128231 · Aug 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.