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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2018
- Office Locations
- 3
Office Locations
About Stash Wealth, LLC
Stash Wealth is a New York-based RIA built for HENRYs (high earners, not rich yet) and other high-achieving 30-somethings. The firm provides transparent flat-fee financial planning and ongoing investment management, anchored by its personalized Stash Plan roadmap. Client portfolios are primarily ETF-based, supporting lifestyle goals alongside long-term wealth building.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PRIYA SURENDAR MALANI
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4901157
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
ALEXI Amber Ashley Gilmore-Manookian
--
- CRD
- #6216775
CASSANDRA MARIE MCKNIGHT
Senior Financial Advisor
- CRD
- #6079682
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,715,642 | $93,858 |
| Non-Discretionary | $0 | -- |
| Total | $51,715,642 | $93,858 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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