Stark Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$233,772,206
Clients
476
Advisors
5
across 2 offices
About
Stark Wealth Management LLC provides portfolio management, financial planning, and estate‑planning facilitation to individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary management and may place client assets with third‑party managers or wrap and managed account platforms when appropriate.
The firm documents client goals and risk tolerance in an Investment Policy Statement and relies on model allocations, modern portfolio theory, quantitative and technical analysis to guide long‑term trading and ETF‑focused strategies. It regularly reviews outside managers and uses third‑party managed account solutions and a web‑based portfolio modeling system to recommend and implement model portfolios for clients.
Stark Wealth Management is affiliated with other businesses in its corporate group, including a real estate brokerage and an entity that provides tax and accounting services, a structure the brochure notes can create referral opportunities and conflicts of interest. The brochure also discloses a prior regulatory arbitration involving a firm principal that resulted in a civil/administrative penalty and suspension, and it highlights relationships with specialty sub‑advisers (including a firm that implements synthetic option strategies) and third‑party modeled performance as part of its service mix.
Client services
Expertise
Fee options
Financial planning fees up to $14,000 per year, negotiable; estate planning document preparation max flat fee $1,000 (may be waived)
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.55% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.30%
Up to $1,500 per hour, negotiable
Account minimum: No account minimum for any of SWM's services.
Main office
See office79 West Market St Suite 100
Bethlehem PA 18018
Advisors at this office
4
Offices (2)
Most active in
California · Florida · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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