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Stacey King

CRD# 7474985·Registered 2025 - 2025
Previously Registered: Being a previously registered professional could mean that Stacey is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Stacey King was a registered financial advisor. Stacey was a previously registered financial professional and started their career in finance 2025 - 2025. Stacey had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

RIGHTWISE WEALTH·CRD# 324252
RIA
Oakland, CA
April 18, 2025 - October 30, 2025

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Current Firm

RW
RIGHTWISE WEALTH

RIGHTWISE WEALTH | RIGHTWISE WEALTH, INC.

CRD#: 324252
California
Registered Investment Advisory firm - California (9/20/2024 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (12/1/2025 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (10/8/2024 Approved)
Nevada
Registered Investment Advisory firm - Nevada (3/9/2023 Approved)
New York
Registered Investment Advisory firm - New York (7/22/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (11/7/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - Utah (12/3/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10845 Griffith Peak Dr, Las Vegas, NV 89135

Phone Number

(702) 986-0868

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

78

AUM (Assets Under Management)

$13,687,414

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sustainability Alumni Board at Berkeley Haas - I have served as the VP of Entrepreneurship, Innovation, and Partnerships since January 2025. In my role I plan sustainability related networking events for alumni of UC Berkeley Haas. This is an unpaid role that takes 1-2 hours of my time weekly.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2025About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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