Stash Wealth, LLC

Overview

Stash Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and operates under an owner-type classified as an individual. Its advisory mix centers on financial planning and portfolio management for individuals and small businesses, supplemented by client-facing publications and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices