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STARK WEALTH MANAGEMENT LLC

BETHLEHEM, PA · CRD 309422 · IAPD ↗ · starkfinancialgroup.com · 610-419-9894

$262.5MRegulatory AUM
4Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — STARK WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2026 — STARK WEALTH MANAGEMENT LLC reported RAUM up 48% ($176.9M -> $262.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
December 2025 — STARK WEALTH MANAGEMENT LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2025 — STARK WEALTH MANAGEMENT LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — STARK WEALTH MANAGEMENT LLC reported RAUM up 34% ($131.7M -> $176.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2024 — STARK WEALTH MANAGEMENT LLC (BETHLEHEM, PA) is newly SEC-registered with $131.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.