Stash Wealth, Llc
- Regulatory AUM
- $51.7M
- Discretionary
- $51.7M
- Clients
- 174
- Avg AUM / client
- $297K
- Accounts
- 551
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $51.7M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Priya Surendar Malani | Founder And Ceo, Cco | Apr 2013 (13y) | 50% – 75% | |
| Cassandra Marie Mcknight | Registered representative | CFP | Jul 2023 (3y) |
Undisclosed: 25% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • NON-INVESTMENT ADVISORY RELATED REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Apex Clearing $41.6M (80% of AUM) Jul 2026
- Wells Fargo $11.9M (99% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗