Stash Wealth, LLC

$51.7MAssets under management
as of Jul 2026 · SEC Form ADV
New York, NY
Visit websiteLinkedIn
3 people on Advicer connected to this.

Tech stack

No one at Stash Wealth, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Stash Wealth, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Apex Clearing
Per Form ADV · $42M held · filed Nov 2024