STASH WEALTH, LLC
CRD #167072 SEC #801-129335 NEW YORK, NY 212-913-9904
SEC Registered
Total AUM
$41.1M
Discretionary
$41.1M
Employees
3
Clients
26
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $41.1M | $41.1M | $0 | 3 | 20 |
| Mar 2025 | $41.1M | $41.1M | $0 | 3 | 20 |
| Nov 2024 | $44M | $44M | $0 | 7 | 24 |
| Apr 2024 | $44M | $44M | $0 | 7 | 24 |
| Mar 2024 | $44M | $44M | $0 | 7 | 24 |
| Dec 2023 | $39.5M | $39.5M | $0 | 7 | 24 |
| May 2019 | $18.7M | $18.7M | $0 | 3 | 137 |
| Mar 2019 | $18.7M | $18.7M | $0 | 3 | 137 |
| Feb 2019 | $14.8M | $14.8M | $0 | 3 | 137 |
| Jan 2019 | $14.8M | $14.8M | $0 | 3 | 137 |
| Oct 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Sep 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Sep 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Aug 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Aug 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Aug 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Aug 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Jul 2018 | $14.8M | $14.8M | $0 | 3 | 137 |
| Apr 2018 | $11.9M | $11.9M | $0 | 3 | 3,732 |
| Mar 2018 | $11.9M | $11.9M | $0 | 3 | 3,732 |
| Dec 2017 | $11.4M | $11.4M | $0 | 3 | 0 |
| Apr 2017 | $6.7M | $6.7M | $0 | 3 | 404 |
| Apr 2017 | $6.7M | $6.7M | $0 | 3 | 404 |
DateDec 2025
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees3
Clients20
DateMar 2025
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees3
Clients20
DateNov 2024
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees7
Clients24
DateApr 2024
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees7
Clients24
DateMar 2024
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees7
Clients24
DateDec 2023
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees7
Clients24
DateMay 2019
Total AUM$18.7M
Discretionary$18.7M
Non-Disc.$0
Employees3
Clients137
DateMar 2019
Total AUM$18.7M
Discretionary$18.7M
Non-Disc.$0
Employees3
Clients137
DateFeb 2019
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateJan 2019
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateOct 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateSep 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateSep 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateAug 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateAug 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateAug 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateAug 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateJul 2018
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees3
Clients137
DateApr 2018
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees3
Clients3,732
DateMar 2018
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees3
Clients3,732
DateDec 2017
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$6.7M
Discretionary$6.7M
Non-Disc.$0
Employees3
Clients404
DateApr 2017
Total AUM$6.7M
Discretionary$6.7M
Non-Disc.$0
Employees3
Clients404