Manalapan, NJ Office

Team
Updated today
Star Wealth Advisors logo

Star Wealth Advisors

Team

Firm-wide stats for Star Wealth Advisors

Total advisors

9

Across 2 offices

Clients per advisor

18 Very Low

Avg AUM per client

$278,977 Very Low

HNW client ratio

3% Very Low

About

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.

Based on Star Wealth Advisors

Expertise

General retirement planning General tax planning Wealth management

Based on Star Wealth Advisors

Location

198 Route 9 North, Suite 203

Manalapan NJ 07726

Advisors at this office

5

Advisors at this office

user avatar

Robin R

Series 66

Manalapan, NJ

Star Wealth Advisors

Robin Reji is a financial advisor at Star Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services and Merrill. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily through fundamental analysis.

General retirement planning General tax planning Wealth management
user avatar

Jonathan T

Series 63, Series 65

Manalapan, NJ

Star Wealth Advisors

Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

General retirement planning General tax planning Wealth management
user avatar

Bryn H

Series 65, Series 66

Manalapan, NJ

Star Wealth Advisors

Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

General retirement planning General tax planning Wealth management
user avatar

Bryan B

Series 63, Series 65

Manalapan, NJ

Star Wealth Advisors

Bryan Britchkow is a financial advisor with Star Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at BJB Capital, OSAIC, FSC Securities Corporation, and Thrive Financial Services, among others. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process with fundamental analysis for security selection and sponsors its own Wrap fee programs.

General retirement planning General tax planning Wealth management
user avatar

Samuel R

Series 66

Manalapan, NJ

Star Wealth Advisors

Samuel Ramos is a financial advisor at Star Wealth Advisors with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Third Seven Capital, Wells Fargo Bank, PNC Investments, Merrill, Equitable Advisors, and OSAIC. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and third-party money manager oversight for individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and primarily uses fundamental analysis to construct diversified, long-term portfolios.

General retirement planning General tax planning Wealth management
View complete list of advisors at this office
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