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Bethlehem, PA Office

Team
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Stark Wealth Management LLC logo

Stark Wealth Management LLC

Team

Firm-wide stats for Stark Wealth Management LLC

Total advisors

5

Across 2 offices

Clients per advisor

95 High

Avg AUM per client

$491,118 Low

HNW client ratio

19% Low

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.

Based on Stark Wealth Management LLC

Expertise

Wealth management Passive / index investing Tax-loss harvesting

Based on Stark Wealth Management LLC

Location

79 West Market St Suite 100

Bethlehem PA 18018

Advisors at this office

4

Advisors at this office

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 at Stark Wealth Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Management, Fountainhead Advisors, and EKC Wealth Strategies. Outside of advisory work, he provides expense reduction services to companies and is a licensed insurance agent. Stark Wealth Management LLC serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning facilitation. The firm uses model allocations, modern portfolio theory, and both discretionary and non-discretionary management approaches, frequently incorporating third-party managers and model portfolios.

Wealth management Passive / index investing Tax-loss harvesting
View complete list of advisors at this office
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