This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$2.3MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$2.3M

Private client RAUM

$2.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

17

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3,924

Individual clients

3,924

SEC number

801-122757

CRD

316298

Filings on the tape

14

First filed

Oct 25, 2021

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, DE

• Occurred

  Oct 25, 2021
  First Form ADV filing

  Stackwell filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3b3d1d3d-fe7f-4dfa-22c1-b202b3aeeee7

First observed

Oct 25, 2021

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.