Stash Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stash Wealth, LLC serves individual clients with an emphasis on high-earning professionals, providing a multi-step financial planning engagement (the Stash Plan) and optional ongoing investment management through its Stash Management Service. The firm delivers written financial plans and, for clients who subscribe to ongoing services, implements model portfolios and coordinates access to outside specialists for tax, estate, insurance, and related needs.
The firm’s investment approach is rooted in Modern Portfolio Theory with a primary focus on passive asset allocation implemented via ETFs and mutual funds, supplemented at times by active positions, model portfolios, periodic rebalancing, and tax‑loss harvesting. The brochure also states that Stash Wealth “does not make investment decisions based on investment objectives or risk tolerance,” and it informs clients that actual portfolio risk may differ from their comfort level as documented in the Stash Management Service agreement.
Stash Wealth places a notable emphasis on client education and outreach, offering newsletters, podcasts, and public seminars or speaking engagements, and it operates a proprietary Stashboard™ portal for secure document exchange and plan delivery. The firm’s marketing and revenue practices are atypical for peers: it discloses use of paid influencer promotions, affiliate links, compensation for published video content, and the use of testimonials and third‑party ratings in advertising, and it requires clients to custody assets with a specified custodian.
Client services
Expertise
Demographic focus
Fee options
$0 - $999,999.99: 1.0% $1,000,000.00+: 0.80%
Ongoing advisory service subscription fees based on AUM tiers with minimum monthly fee of $200
Minimum fee: $200 per month minimum on the Stash Management Service ($2,400 annually) Fee-only: Financial planning fee of $5,000 for the Stash Plan; $5,000 for annual financial plan update if not subscribed to SM Service
Main office
See office85 Broad Street, 17th Floor
New York NY 10004
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Georgia · Illinois · Maryland · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Moderna Capital · Stash Wealth · Stash Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alexi G
CFP®, Series 65
Hawley, PA
Stash Wealth, LLC
Alexi Gilmore Manookian is a CFP® certificant with six years of industry experience, currently serving at Stash Wealth, LLC and SmartPath Advisors, LLC. Prior to these roles, Alexi worked at the Financial Transitionist Institute and Learnvest Planning Services, LLC. Outside of financial advising, Alexi has been involved with the nonprofit RAISE Your Hearts 501(c)(3) for six years and has a background in ski instruction. Stash Wealth, LLC serves individual clients, primarily high-earning professionals, through its multi-step financial planning process and optional ongoing investment management. The firm employs a passive-oriented investment strategy based on Modern Portfolio Theory, supplemented with periodic rebalancing and tax-loss harvesting, while placing emphasis on client education through newsletters, podcasts, and public seminars.
Cassandra M
CFP®, Series 66
New York, NY
Stash Wealth, LLC
Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.
Priya M
Series 65, Series 66
New York, NY
Stash Wealth, LLC
Priya Malani is a financial advisor at Stash Wealth, LLC with 14 years at the firm and a total of 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill for two years. Stash Wealth, LLC serves individual clients, focusing on high-earning professionals, and offers a multi-step financial planning process along with optional ongoing investment management. The firm’s approach centers on passive asset allocation based on Modern Portfolio Theory, supplemented by active positions and tax-loss harvesting, and emphasizes client education through various outreach channels.
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