Stardust Wealth Strategies

Overview

Stardust Wealth Strategies is a small, independent registered investment adviser organized as a limited liability company that focuses on fee-based planning and discretionary portfolio management for individuals and families. The firm combines ongoing asset-management relationships with project work, charging a mix of percentage-of-AUM, hourly and fixed fees. Its client-facing services include financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops, indicating a hybrid model that blends investment management with financial education. Investment activity shows a clear tilt toward listed equities held in managed accounts and ETFs as the core building blocks of client portfolios. The firm reports discretionary management across its client base, with a meaningful allocation to exchange-traded equities, supplemented by mutual funds and selective allocations to hedge funds for alternative exposure. Stardust Wealth Strategies does not identify as an active ESG investor and appears to operate primarily within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices