| Name | Title | Ownership | Since |
|---|---|---|---|
| Balanced Growth Partners, LLC Control | Owner | Over 75% | 2026 |
| Joseph Andrew Leibfried Control | President | Under 5% | 2026 |
| Scott Gerard Leibfried Control | Chief Executive Officer | Under 5% | 2026 |
Stackstone Wealth, LLC reports 27 employees.
Stackstone Wealth, LLC is based in Dubuque, IA and has been SEC-registered since 2026.
Stackstone Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6601 Boulder Brook Court, Dubuque, IA 52003 |
| Phone | 563-553-7000 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |