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STARK WEALTH MANAGEMENT LLC
CRD 309422File 801-131441
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$262.5M
Below cohort median (national)
Discretionary AUM
$221.3M
Non-discretionary $41.2M
Clients
531
510 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 7, 2024
- Principal office
- 79 WEST MARKET ST SUITE 100, BETHLEHEM, PA, 18018
- Phone
- 610-419-9894
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.5M
- Discretionary AUM
- $221.3M
- Non-discretionary AUM
- $41.2M
- Discretionary accounts
- 391
- Non-discretionary accounts
- 119
- Total accounts
- 510
- AUM per client
- $494K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.9M |
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 92 | $136.5M |
| Pension and profit sharing plans | 48 | $24.0M |
| Individuals (other than high net worth individuals) | 384 | $97.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.