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| Happy Holidays!! thanks for using AUM13F!! |
| Stark Wealth Management LLC
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| CRD # | 309422 |
| SEC # | 801-131441 |
| CIK # | |
| AUM | $176.9 M (2025-04-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-419-9894 |
| Address | 79 West Market St Suite 100 Bethlehem, PA 18018 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 371 | 57.8 |
| (b) Individuals (high net worth individuals) | 59 | 96.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 15.8 |
| (h) Charitable organizations | 3 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.2 |
| (n) Other | 6 | 0.7 |
| Total | 472 | 176.9 |
| By Discretionary | ||
| Discretionary | 364 | 159.2 |
| Non-Discretionary | 108 | 17.8 |
| Total | 472 | 176.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.9 | |
| Total | 472 | 176.9 |
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Torren Management LLC
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Endeavor Advisors LLC
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TX | 0.2 |
|
Aspen Private Advisors LLC
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SD | 0.2 |
|
Gibraltar Wealth Management LLC
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|
PA | 0.2 |
|
Roundangle Advisors LLC
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|
NJ | 0.2 |
|
Winning Points Advisors LLC
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FL | 0.2 |