STARKEL WEALTH ADVISORS, LLC

Overview

Starkel Wealth Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm charges fees based on a percentage of assets under management and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. It identifies itself as a capital allocator, which suggests it constructs client portfolios using both in‑house management and outside managers. The firm reports it is not an active ESG investor and is not registered or operating as a multi‑state or pension consultant adviser. The scale of its asset base and client counts point to a boutique practice that emphasizes personalized relationship management and the use of external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives