Stackstone Wealth, LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 1.95% of assets a year (the maximum the brochure states)

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated June 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$0 as of October 2026, filing dated August 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Other

Registration

SEC-registered investment adviser. Status as filed: 120-Day Approval.

Registered since

2026 (0 years)

Employees

Total: 27. Performing investment advisory functions: 18.

Wrap fee program participation

No.

Other offices (Schedule D, Section 1.F)

3 other offices, as of the September 2026 filing

Lake Geneva, WIMarquette, MIRockford, IL

States registered or notice-filed

11 states or jurisdictions

COFLIAILMIMNMONENHTXWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

1. August 2026
   • Registered or notice-filed in CO, FL, MN, MO, NE, NH, TX.
2. July 2026
   • Newly registered with the SEC.
   • Added an office in Lake Geneva, WI.
   • Added an office in Marquette, MI.
   • Added an office in Rockford, IL.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Not reported.