Adviser Profile
| As of Date | 11/09/2024 |
| Registration status | Registration Changed to STARK WEALTH MANAGEMENT LLC |
| ADV Location | BETHLEHEM, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 131,722,553 23% |
| of that, discretionary | 113,541,652 24% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 211,773 17% |
| % High Net Worth | 4.12% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds