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STAR WEALTH ADVISORS

BOCA RATON, FL · CRD 332344 · IAPD ↗ · 561-427-2424

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
January 2025 — STAR WEALTH ADVISORS (BOCA RATON, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
October 2024 — MAXX WEALTH ADVISORS is now doing business as STAR WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
August 2024 — MAXX WEALTH ADVISORS (BOCA RATON, FL) is newly SEC-registered (provisional 120-day approval) with $0 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.