Stash Wealth, LLC
● SEC registered since 2024CRD 167072SEC# 801-129335New York, NY
Reg. AUM
$51.7M
Employees
3
Accounts
551
Location
New York, NY
Stash Wealth, LLC assets under management
Stash Wealth, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2024. It reports $51.7 million in regulatory assets under management and employs 3 people.
Stash Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Priya Surendar Malani Control | Founder And Ceo, Cco | 50-75% | 2013 |
Frequently asked questions
How much does Stash Wealth, LLC manage?
Stash Wealth, LLC reports $51.7 million in regulatory assets under management on its Form ADV.
How many employees does Stash Wealth, LLC have?
Stash Wealth, LLC reports 3 employees.
Where is Stash Wealth, LLC located?
Stash Wealth, LLC is based in New York, NY and has been SEC-registered since 2024.
Does Stash Wealth, LLC disclose fund performance?
Stash Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 85 Broad Street, 17th Floor, New York, NY 10004 |
| Phone | 212-913-9904 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$51.7M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$51.7Mregulatory AUM
Discretionary $51.7M