Stash Wealth, LLC is an adviser based in Brooklyn. It manages $18.7 million of regulatory assets for 531 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.
Stash Wealth provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stash Wealth, LLC is $18.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 179% since the beginning of its operation, and $902 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Stash Wealth, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Stash Wealth is individuals with 188 clients and $18.7 million of assets under management. Among the 2 most similar advisory firms, Stash Wealth has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $18.7 million for 188 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Stash Wealth doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stash Wealth, LLC performs its advisory services is located at 142 N 6 Th Street, Brooklyn, NY 11249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-913-9904. The normal business hours are 9:00am -4:30pm on Monday - Friday. You can find more information about the New York firm at stashwealth.com.