Stark Wealth Management LLC logo

Stark Wealth Management LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Tax-loss harvesting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees up to $14,000 per year, negotiable; estate planning document preparation max flat fee $1,000 (may be waived)

Percentage

$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%

Project-based

Up to $1,500 per hour, negotiable

Other

Account minimum: No account minimum for any of SWM's services.

Main office

See office

79 West Market St Suite 100

Bethlehem PA 18018

Advisors at this office

4

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

Advisors at this firm

user avatar

Steven M

CFP®, ChFC®, Series 63

New York, NY

Stark Wealth Management LLC

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Christian S

Series 65

Bethlehem, PA

Stark Wealth Management LLC

Christian Spugnardi is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked at Stark Financial Group and Stark Wealth Management since 2025. Outside of his advisory role, he has also been a caddy at Saucon Valley Country Club for ten years. Stark Wealth Management LLC serves individual and high-net-worth clients through portfolio management, financial planning, and estate-planning facilitation. The firm uses investment policy statements, model allocations, and quantitative analysis to guide long-term ETF-focused strategies, often employing third-party managers and managed account platforms.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Hubert E

Series 65

Bethlehem, PA

Stark Wealth Management LLC

Hubert Etchison Jr. is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Lafayette College and R. Curtis Ehly, CLU. Outside of his advisory work, he has been involved with Twilight Gymnastics and operates entrepreneurial ventures through Hubert Etchison Consulting, LLC and Right Track Realty, LLC. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, focusing on ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis, integrating modern portfolio theory with tailored model allocations and periodic risk reviews.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Paul B

Series 66

Bethlehem, PA

Stark Wealth Management LLC

Paul Barry is a financial advisor at Stark Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Packerland Brokerage Services. Outside of his advisory role, he serves as treasurer and officer for Cornerstone Church, overseeing the church budget. Stark Wealth Management LLC provides portfolio management, financial planning, and estate-planning facilitation to individual and high-net-worth clients, employing model allocations, modern portfolio theory, and quantitative analysis to support long-term, ETF-focused strategies.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Ellis C

Series 63, Series 65

Bethlehem, PA

Stark Wealth Management LLC

Ellis Chandler III is a financial advisor with Stark Wealth Management LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Brookstone Wealth Management, Fountainhead Advisors, EKC Wealth Strategies, and Serratelli Financial Group. Outside of advisory services, Chandler provides expense reduction consulting for companies and is a licensed insurance agent. Stark Wealth Management LLC serves individual and high-net-worth clients by offering portfolio management, financial planning, and estate-planning facilitation. The firm utilizes model allocations, modern portfolio theory, and quantitative analysis to guide ETF-focused, long-term investment strategies.

Wealth management Passive / index investing Tax-loss harvesting
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)