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⚲
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| Stark Wealth Management LLC
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|
|---|---|
| CRD # | 309422 |
| SEC # | 801-131441 |
| CIK # | 0002051783 |
| AUM | $262.5 M (2026-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 610-419-9894 |
| Address | 79 West Market St Suite 100 Bethlehem, PA 18018 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| Palantir Technologies Inc | 0.8 | ||
| Boeing Co | 0.5 | ||
| Tesla Motors Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| AT&T Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Credo Technology Group Holding Ltd | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 97.3 |
| (b) Individuals (high net worth individuals) | 92 | 136.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 48 | 24.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 262.5 |
| By Discretionary | ||
| Discretionary | 391 | 221.3 |
| Non-Discretionary | 119 | 41.2 |
| Total | 510 | 262.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.4 | |
| Total | 510 | 262.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051783] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nerdwallet Wealth Partners LLC
✚
|
NY | 0.3 |
|
Redwood Financial Network Corp
✚
|
OH | 0.3 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.3 |
|
Salus Financial Advisors LLC
✚
|
0.3 | |
|
Waterstone Financial Advisory LLC
✚
|
FL | 0.3 |
|
PFC Capital Group Inc
✚
|
CA | 0.3 |
|
Charleston Financial Advisors LLC
✚
|
SC | 0.3 |
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.3 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.3 |
|
J Team Financial Inc
✚
|
TX | 0.3 |