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STASH

NEW YORK, NY · CRD 226550 · IAPD ↗ · (800) 205-5164

$4.92BRegulatory AUM
6Advisory reps
124Employees
81359Clients
1-10Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — STASH INVEST is now doing business as STASH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
80
April 2026 — STASH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
65
April 2024 — STASH INVEST reported RAUM up 28% ($2.61B -> $3.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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