Stackwealth
23yrs
Top 25% by experience in New York
About the firm
A registered investment advisory firm. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$0
Individual clientsNot stated
Median years of experience23
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Stackwealth
1Advisors
23Median years of experience
1States with offices
–Offices
Also known as
About Stackwealth
How do I contact Stackwealth?
Call the main office at (646) 397-9740. The main office is at , .
How is Stackwealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Stackwealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Stackwealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.