# Stack Wealth Management, LLC

Stack Wealth Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** stackwealth.com

## Regulatory record

- **CRD number:** 284160
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284160

## About

StackWealth helps professional women build organized, intentional financial lives. Founded by Vered Frank, CFP®, it combines comprehensive financial planning with disciplined, low-cost investment strategies designed for real life. Through transparent pricing and an ongoing advisory partnership, clients receive personalized advice aligned with their values and future goals.

## Sectors

- Professional women and busy professionals

## People

- Vered Frank — CFP®, founder

## Questions

### What services does Stack Wealth Management, LLC provide?

As a registered investment adviser, Stack Wealth Management provides discretionary investment management and financial planning services to individuals and families. The firm operates under a fiduciary standard.

### Who leads Stack Wealth Management?

The firm has not publicly named its executive leadership or advisory team in available sources. No principal names appear in public records.

### Where is Stack Wealth Management headquartered?

The firm's headquarters city and address are not publicly listed in the available sources. Most RIAs disclose their location in ADV filings, but that filing was not provided.

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- [SPURSTONE](https://altss.com/profile/spurstone)
- [Jackson Hill Advisors](https://altss.com/profile/jackson-hill-advisors-llc)

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Last updated: 2026-08-11T15:08:11.274Z

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