STASH WEALTH, LLC
Adviser information for STASH WEALTH, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 567 | $44.0M |
| Non-Discretionary | 0 | $0 |
| Total | 567 | $44.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 308 | $38.8M |
| HNW Individuals | 3 | $5.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 24 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed feesNON-INVESTMENT ADVISORY RELATED REFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-129335 |
|---|---|
| SEC ERA File Number | 801-129335 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167072 |
| Legal Entity Identifier | None |
Principal Office
85 BROAD STREET17TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 212-913-9904, Fax: None
Chief Compliance Officer
PRIYA MALANI
FOUNDER AND CCO
85 BROAD STREET
17TH FLOOR
NEW YORK
NY
United States
Tel:
212-913-9904
P****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MALANI, PRIYA, SURENDAR | Individual | – | FOUNDER AND CEO, CCO | 04/2013 | 50-75% |