Stackwell
Stackwell is an SEC-registered mass-market adviser in Boston, MA with $2.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Stackwell: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316298, SEC 801-122757, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $2.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Boston, MA
- Employees
- 17
- Clients
- 3,924
- CRD
- 316298
- Ownership
- Rozier-Byrd, Trevor, Lamont; STACKWELL CAPITAL, INC.; LEE, JONATHAN, DAVID
How much AUM does Stackwell have?
Stackwell reported $2.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Stackwell?
Disclosed owners and executives of Stackwell include Rozier-Byrd, Trevor, Lamont, STACKWELL CAPITAL, INC., LEE, JONATHAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.