Stark Wealth Management LLC

Registered investment adviser · Bethlehem, PA · CRD #309422

Form ADV data as of 2026-09-01

Regulatory assets

$262.5 million

Total accounts

510

Employees

Disclosure events

Firm details

Website: https://starkfinancialgroup.com/wealth-management/
Telephone: 610-419-9894
SEC file number: 801-131441
Most recent Form ADV filing: 2026-03-17
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$221.3 million
Non-discretionary regulatory assets under management	$41.2 million
Total regulatory assets under management	$262.5 million
Discretionary accounts	391
Non-discretionary accounts	119
Total accounts	510
Regulatory assets under management attributable to non-U.S. persons	$41,513

People

Total employees (excluding clerical)	4
Employees performing investment advisory functions (including research)	4
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	4
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)

Affiliated related persons

Accountant or accounting firmInsurance company or agencyReal estate broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	384	$97.3 million
High net worth individuals	92	$136.5 million
Pension and profit sharing plans (not the participants or government plans)	48	$24.0 million
Charitable organizations	2	$1.8 million
Corporations or other businesses not listed above	5	$2.9 million