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STACKWELL

BOSTON, MA · CRD 316298 · IAPD ↗ · (617) 455-4741

$2.3MRegulatory AUM
2Advisory reps
17Employees
785Clients
n/aPlanning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — STACKWELL notice-filed in AL, AR, DE, IN, KS, MS, NV, OK, OR, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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