Stackstone Wealth, LLC
● SEC registered since 2026CRD 342692SEC# 801-136461Dubuque, IA
Reg. AUM
$1.49B
Employees
27
Accounts
7,944
Location
Dubuque, IA
Stackstone Wealth, LLC assets under management
Stackstone Wealth, LLC is an SEC-registered investment adviser based in Dubuque, IA. The firm has been registered since 2026. It reports $1.5 billion in regulatory assets under management and employs 27 people.
Stackstone Wealth, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Balanced Growth Partners, LLC Control | Owner | Over 75% | 2026 |
| Joseph Andrew Leibfried Control | President | Under 5% | 2026 |
| Scott Gerard Leibfried Control | Chief Executive Officer | Under 5% | 2026 |
| Stacy Leigh Sizemore Control | Chief Compliance Officer | Under 5% | 2026 |
| Gary Lynn Rowan Control | Owner | Over 75% | 2026 |
| Glcr, LLC Control | Owner | — | 2026 |
| Jbl, LLC Control | Owner | 25-50% | 2026 |
| Joseph Andrew Leibfried Control | Owner | Over 75% | 2026 |
| Milgs, LLC Control | Owner | 25-50% | 2026 |
| Ricky Joseph Winslow Control | Owner | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Stackstone Wealth, LLC manage?
Stackstone Wealth, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Stackstone Wealth, LLC have?
Stackstone Wealth, LLC reports 27 employees.
Where is Stackstone Wealth, LLC located?
Stackstone Wealth, LLC is based in Dubuque, IA and has been SEC-registered since 2026.
Does Stackstone Wealth, LLC disclose fund performance?
Stackstone Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6601 Boulder Brook Court, Dubuque, IA 52003 |
| Phone | 563-553-7000 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,389 advisers
EmployeesTop 19%
More than 81% of 16,799 advisers
Assets under management
$1.49Bregulatory AUM
Discretionary $1.49B