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Stash Wealth, LLC

Headquartered in NEW YORK, NY

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Firm Information

Stash Wealth, LLC is an investment advisor based in New York, NY. They primarily provide financial planning, educational seminars, and portfolio management for individuals and high-net-worth individuals. Their website addresses include HTTP://WWW.STASHWEALTH.COM, HTTPS://WWW.FACEBOOK.COM/STASHWEALTH, HTTPS://TWITTER.COM/STASHWEALTH, HTTPS://WWW.TIKTOK.COM/@STASHWEALTH, HTTPS://WWW.LINKEDIN.COM/COMPANY/STASHWEALTH, HTTPS://WWW.INSTAGRAM.COM/STASHWEALTH, and https://www.youtube.com/c/StashWealth. They have 3 investment adviser representatives and manage approximately $44,046,719 in regulatory assets for 567 clients.

Stash Wealth, LLC

85 BROAD STREET

NEW YORK, NY 10004

$44.05M

Assets Under Management

24

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-investment advisory related referral fees

Branch Locations (2)

STASH WEALTH, LLC has a total of 2 branch locations across the country.
location

Norwalk, CT

location

NEW YORK, NY

Advisors at Stash Wealth, LLC

View All 1 Advisors
Unclaimed
Cassandra Marie McKnight

CFP®, RA

Norwalk, CT

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Unclaimed
Priya Surendar Malani

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Stash Wealth, LLC.

Frequently Asked Questions (9)

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