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STASH WEALTH, LLC

NEW YORK, NY · CRD 167072 · IAPD ↗ · stashwealth.com · 212-913-9904

$51.7MRegulatory AUM
3Advisory reps
3Employees
23Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — STASH WEALTH, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — STASH WEALTH, LLC reported RAUM up 26% ($41.1M -> $51.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — STASH WEALTH, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — STASH WEALTH, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2024 — STASH WEALTH, LLC (NEW YORK, NY) is newly SEC-registered with $39.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.