A complete list of active advisors currently associated with Star Wealth Advisors

Warmer can help you find a great advisor at Star Wealth Advisors or one who fits your needs even better.

Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and the selection and oversight of third‑party money managers to individuals (including high‑net‑worth clients), as well as to trusts, estates, and corporations. The brochure states the firm typically delivers portfolio management through Wrap fee programs sponsored by SWA and offers financial planning on either a comprehensive or limited‑scope basis. The firm describes a relationship‑oriented, individualized process that begins with assessing a client’s objectives, risk tolerance, and timeline and relies primarily on fundamental analysis for security selection. SWA constructs diversified, long‑term portfolios using mutual funds, ETFs, individual stocks and bonds, and may engage TPMMs while retaining discretionary authority to hire, replace, or terminate those managers as part of ongoing oversight. Noteworthy details in the brochure include that SWA sponsors its own Wrap fee programs — an arrangement the firm highlights — and that it may, in some cases, pay third‑party manager fees from its own resources, a practice the firm discloses as a potential conflict it seeks to mitigate. The firm also discloses it is registered as an insurance agency with many supervised persons licensed as insurance agents, that it does not vote client proxies (clients retain proxy voting), and that it was founded in 2024 with approximately $44.4 million in discretionary assets under management.

To learn more about the advisors currently working at Star Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Star Wealth Advisors's office locations.