STASH WEALTH, LLC
SEC RegisteredGet Your Financial Sh*t Together
About the firm
Stash Wealth is a financial advisory firm specializing in the challenges and goals of high earners in their 30s. They offer personalized financial strategies through their signature product, The Stash Plan®, a personalized roadmap for finances, life, and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning and advisory services delivered through The Stash Plan®, a custom roadmap addressing finances, life goals, and tailored financial strategies.
Who they serve
High-achieving 30-somethings and high earners who are not yet rich (HENRYs — High Earners, Not Rich Yet), including millennials making six figures.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 174 | $52M |
23 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $999,999.99 | 1.00% |
| $1,000,000.00 and up | 0.80% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STASH WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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