# Stash Wealth, LLC

> 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.

- CRD: 167072
- Filed as: STASH WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167072
- AdvisorCensus page: https://advisorcensus.com/firm/stash-wealth-llc-new-york-ny-167072

## Quick answers

**How is Stash Wealth, LLC compensated?**
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.

**How much does Stash Wealth, LLC charge?**
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.

**Where is Stash Wealth, LLC located?**
Stash Wealth, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Stash Wealth, LLC registered with the SEC or a state?**
Stash Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 167072.

**How much does Stash Wealth, LLC manage?**
Stash Wealth, LLC reports $51,715,642 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Stash Wealth, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Stash Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174).

**Which custodians does Stash Wealth, LLC use?**
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.

**Does Stash Wealth, LLC report any disciplinary disclosures?**
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

**Does Stash Wealth, LLC state an account minimum?**
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."

**What changed in Stash Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Up to $999,999.99: 1% a year
- Above $1,000,000: 0.8% a year

> Assets Under Management Fee Up to $999,999.99 1.0% $1,000,000.00 and up 0.80%

- Account minimum: None

> There is no account size minimum for the Stash Plan or the Stash Management Service.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $51,715,642
- Discretionary: $51,715,642
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $51,715,642 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, GA, IL, MD, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stashwealth.com
- Facebook @STASHWEALTH
- Instagram @STASHWEALTH
- LinkedIn @STASHWEALTH
- TikTok @STASHWEALTH
- X @STASHWEALTH
- YouTube @StashWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $44,046,719 | 7 | April 25, 2024 |
| October 2025 | $41,117,293 | 3 | March 12, 2025 |
| October 2026 | $51,715,642 | 3 | July 15, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in PA.

### April 2026
- Regulatory assets under management went from $41,117,293 to $51,715,642 (+26%).

### January 2026
- Registered or notice-filed in MD.
- No longer registered or notice-filed in DC, DE, FL, NC, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stash Wealth, LLC (CRD 167072): Form ADV filing data as of October 2026.