Stash Wealth, LLC
Stash Wealth, LLC is an SEC-registered mass-market adviser in New York, NY with $51.7M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Stash Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167072, SEC 801-129335, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $51.7M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 3
- Clients
- 174
- CRD
- 167072
- Ownership
- KOVALESKY, ROBERT, THOMAS; MALANI, PRIYA, SURENDAR; MALANI, PRIYA
How much AUM does Stash Wealth, LLC have?
Stash Wealth, LLC reported $51.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Stash Wealth, LLC?
Disclosed owners and executives of Stash Wealth, LLC include KOVALESKY, ROBERT, THOMAS, MALANI, PRIYA, SURENDAR, MALANI, PRIYA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.