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STASH WEALTH, LLC

CRD 167072 · SEC 801-129335

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85 BROAD STREET, 17TH FLOOR, NEW YORK, NY, 10004, United States

Phone

212-913-9904

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$51.7M

Discretionary AUM

$51.7M

Team

3 total employees; 2 advisory reps; 23 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; NON-INVESTMENT ADVISORY RELATED REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals174$51.7M

States served

CA, CO, GA, IL, MD, NJ, NY, VA, TX

All web addresses on file

Official SEC filing: View on IAPD