{
  "crd_number": 167072,
  "slug": "stash-wealth-llc-new-york-ny-167072",
  "primary_business_name": "STASH WEALTH, LLC",
  "legal_name": "STASH WEALTH, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-11",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 51715642.0,
  "raum_discretionary": 51715642.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51715642.0,
      "count": 174
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "GA",
    "IL",
    "MD",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/STASHWEALTH",
    "https://instagram.com/STASHWEALTH",
    "https://linkedin.com/COMPANY/STASHWEALTH",
    "https://stashwealth.com",
    "https://tiktok.com/@STASHWEALTH",
    "https://twitter.com/STASHWEALTH",
    "https://youtube.com/c/StashWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167072",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/stash-wealth-llc-new-york-ny-167072",
  "display_name": "Stash Wealth, LLC",
  "summary": "Stash Wealth, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.",
  "citation": "AdvisorCensus. Stash Wealth, LLC (CRD 167072): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Stash Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stash Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Stash Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Up to $999,999.99: 1% a year; Above $1,000,000: 0.8% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stash Wealth, LLC located?",
      "a": "Stash Wealth, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Stash Wealth, LLC registered with the SEC or a state?",
      "a": "Stash Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 167072."
    },
    {
      "q": "How much does Stash Wealth, LLC manage?",
      "a": "Stash Wealth, LLC reports $51,715,642 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stash Wealth, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Stash Wealth, LLC: Regulatory assets under management: $44,046,719 in the October 2024 data and $51,715,642 in the October 2026 data, up 17%. Total employees: 7 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stash Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174)."
    },
    {
      "q": "Which custodians does Stash Wealth, LLC use?",
      "a": "Stash Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stash Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167072"
    },
    {
      "q": "Does Stash Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"There is no account size minimum for the Stash Plan or the Stash Management Service.\""
    },
    {
      "q": "What changed in Stash Wealth, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in PA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 44046719.0,
      "total_employees": 7,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 41117293.0,
      "total_employees": 3,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 51715642.0,
      "total_employees": 3,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $41,117,293 to $51,715,642 (+26%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in MD.",
        "No longer registered or notice-filed in DC, DE, FL, NC, PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $999,999.99",
        "rate": "1%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "0.8%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $999,999.99: 1% a year",
          "Above $1,000,000: 0.8% a year"
        ],
        "quotes": [
          "Assets Under Management Fee Up to $999,999.99 1.0% $1,000,000.00 and up 0.80%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account size minimum for the Stash Plan or the Stash Management Service."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 999999.99,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": null,
          "rate_pct": 0.8
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Management Fee Up to $999,999.99 1.0% $1,000,000.00 and up 0.80%",
      "There is no account size minimum for the Stash Plan or the Stash Management Service."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stash-wealth-llc-new-york-ny-167072.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 174,
      "fewer_than_5": false,
      "raum": 51715642.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167072",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}