Interstellar Wealth LLC

Interstellar Wealth is a fee‑only registered investment adviser that provides ongoing wealth management and financial planning to individuals and high‑net‑worth clients, and also offers one‑time Strategic Financial Reviews addressing topics such as retirement planning, tax strategies, estate planning, and business planning. The firm advises on stocks, bonds, mutual funds, ETFs, government and municipal securities, and cash equivalents, and will review other client‑held investments at the client's request.

The firm builds portfolios using modern portfolio theory and a mix of passive and active fund selections, and applies fundamental, technical, and cyclical analysis to set asset‑allocation targets consistent with each client’s goals and risk tolerance. It can implement client‑requested socially responsible investing screens, may recommend alternative investments or cryptocurrency exposure in an advisory capacity, and provides both discretionary and non‑discretionary management as agreed with clients.

Distinctive features include its status as a newly registered, start‑up adviser that currently reports no assets under management or clients while operating with a formal compliance structure (a designated chief compliance officer and a written Code of Ethics). The firm requires custody on an institutional platform and offers a stand‑alone, flat‑fee Strategic Financial Review, traits that align it with an institutionalized service model rather than a conventional solo‑practitioner practice.