STASH WEALTH, LLC

STASH WEALTH, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 167072). Regulatory assets under management: $51.7M.

Registration

• CRD: 167072
• SEC file number: 801-129335
• Type: Registered investment adviser
• Location: 85 BROAD STREET, 17TH FLOOR, NEW YORK, NY, 10004
• Phone: 212-913-9904
• Latest filing: 2026-07-15
• Regulatory AUM: $51.7M
• Discretionary AUM: $51.7M
• Clients: 3
• Accounts: 551

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167072 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search