Stellaris Wealth Management LLC

Overview

Stellaris Wealth Management LLC is organized as a single-owner limited liability company that combines insurance brokerage with fee-based advisory services. Its advisory work focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting as part of its service menu. Compensation is reported as a mix of a percentage of assets under management and hourly charges. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator. Public records do not provide a stated SEC registration year, and the firm is listed under an unclassified business type. The entity is organized for individual ownership rather than as part of a larger network or related-adviser structure.

Investments & Alternatives

Location & Offices