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STELAC ADVISORY SERVICES LLC

NEW YORK, NY · CRD 145103 · IAPD ↗ · 212-920-3890

$6.29BRegulatory AUM
10Advisory reps
21Employees
0Clients
51-100Planning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — STELAC ADVISORY SERVICES LLC reported RAUM up 55% ($4.06B -> $6.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — STELAC ADVISORY SERVICES LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
April 2024 — STELAC ADVISORY SERVICES LLC reported RAUM up 48% ($2.67B -> $3.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.