STACKSTONE WEALTH, LLC

STACKSTONE WEALTH, LLC of DUBUQUE, IA is an SEC-registered investment adviser (CRD 342692).

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (6)

NameRoleLocation
Stacy Leigh SizemoreCHIEF COMPLIANCE OFFICER—
Richard Francis MorocoOWNER—
Joseph Andrew LeibfriedOWNER; PRESIDENT—
Scott Gerard LeibfriedCHIEF EXECUTIVE OFFICER; OWNER—
Gary Lynn RowanOWNER—
Ricky Joseph WinslowOWNER—

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