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 12 states (or territories).

Current Firm Details
85 Broad Street, 17th Floor, New York, NY 10004
https://www.linkedin.com/company/stashwealth
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    567
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, DC, DE, FL, IL, NC, NJ, NY, PA, TX, VA

Financial Advisors at Stash Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Priya Malani, financial advisor New York NY
Priya S. Malani
CRD#: 4901157
85 Broad Street, 17th Floor, New York, NY 10004

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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