STACK WEALTH MANAGEMENT, LLC

STACK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 284160).

Registration

• CRD: 284160
• Type: Registered investment adviser
• Phone: 408-916-7905
• Latest filing: 2026-03-20
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search