STARK WEALTH MANAGEMENT LLC

Overview

Stark Wealth Management LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships and functions as a capital allocator, combining discretionary portfolio management with financial planning and selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing and flat fees. Investment activity centers on pooled public vehicles for core exposures—public mutual funds and similar fund structures make up the largest single bucket of client assets—while the firm supplements those holdings with external allocations to real estate managers and select insurance products. Stark Wealth Management manages primarily discretionary mandates, but retains a portion of non-discretionary accounts and engages directly in advisor-of-advisers relationships when clients require access to specialty managers. The firm lists relationships with accountants, insurance companies and real estate brokers as part of its referral and service network, reflecting an advisory model that combines portfolio oversight with planning and transactional coordination across tax, insurance and property matters.

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Location & Offices