Star Wealth Advisors

Overview

Star Wealth Advisors is an independent, owner-operated RIA organized as an LLC and identified as a capital allocator that serves individual and family clients. The firm is newly formed and is registered to provide advisory services in Colorado, Florida, Michigan, New Jersey, and Ohio. Its advisory offering combines financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and the firm also performs selection-of-other-advisers duties. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee options. Star Wealth Advisors also operates as an insurance broker, and it does not describe itself as an active ESG investor. The firm’s mix of advisory and brokerage activity, plus its designation as a capital allocator, indicates a model that blends in-house portfolio construction with access to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices