Stash Wealth, LLC
Stash Wealth, LLC (CRD# 167072) is a financial advisory firm headquartered in New York, NY. They manage $44,046,719 in 567 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts567ACCOUNTS
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Average Account Value$77,684
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Stash Wealth, LLC
1
Priya Malani (CRD# 4901157) is an Investment Advisor Representative working at Stash Wealth, LLC in New York, NY and has over 17 years of experience in the finance industry.
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