$2.3M Total AUM
$2.3M Disc. AUM
56.6% 3Y CAGR
17 Employees
4,709 ADV. Clients
5 yrs Firm Age
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- Custodian
- Apex ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
100 Summer Street Suite 1600 Boston MA
About Stackwell
Stackwell is a Boston-based retail investing app and advisory firm that combines automated, goal-based portfolios (built with ETFs and diversified public funds) with curated learning playlists and community support. It targets everyday investors looking to start small, and also offers portfolio construction plus tax and insurance planning. Custody/clearing includes Apex.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$491 AVG AUM / CLIENT
4.9 yrs AVG TENURE
17 Employees
2 Advisory Reps
0 RIA Reps
5yrs Firm Age
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Investment Themes
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Owner & Executives
J
JONATHAN DAVID LEE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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Trevor Lamont Rozier-Byrd
Chief Executive Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,310,890 | $589 |
| Non-Discretionary | $0 | -- |
| Total | $2,310,890 | $589 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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