PPrivate Fund Data Log in Join · $37/mo

Stash Wealth, LLC

● SEC registered since 2024CRD 167072SEC# 801-129335New York, NY
Export (members)
Reg. AUM
$41.1M
Employees
3
Accounts
606
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 $41.1 million in regulatory assets under management and employs 3 people.
www.stashwealth.comView on SEC.gov ↗

Stash Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Priya Surendar Malani ControlFounder And Ceo, Cco50-75%2013

Frequently asked questions

How much does Stash Wealth, LLC manage?

Stash Wealth, LLC reports $41.1 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

Address85 Broad Street, 17th Floor, New York, NY 10004
Phone212-913-9904
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$41.1M
Non-discretionary$0
Total (RAUM)$41.1M