STASH WEALTH, LLC

Overview

Stash Wealth, LLC is an independent registered investment adviser organized as a limited liability company and focused on serving individual and family clients. The firm provides discretionary portfolio management alongside financial planning and education—publishing periodicals and running seminars and workshops as part of its client-facing offering. Fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures. Investment activity centers on publicly traded equities, with exchange-traded instruments forming the core of portfolio construction. The firm’s stated allocation preference is equities, and manager or third-party allocations appear limited to complementing roles rather than as primary exposures. Stash Wealth is not positioned as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices