1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STARK WEALTH MANAGEMENT LLC

Map pinBETHLEHEM, PA
Phone610-419-9894
NotebookSEC #801-131441
Total AUM
$262.5M
Employees
4
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
79 WEST MARKET ST SUITE 100
BETHLEHEM
PA 18018
United States
Operating Hours
9:00AM - 4:00 PM
Monday - Friday
Phone
610-419-9894

ReceiptFinancials

Total AUM
$262.5M
Accounts
510
Discretionary
$221.3M
Accounts
391
Non-Discretionary
$41.2M
Accounts
119

ContactClients

View more in analytics →

Individual Clients
384
AUM
$97.3M
HNW Individual Clients
92
AUM
$136.5M
Pension/Profit Sharing Plan Clients
48
AUM
$24M
Charitable Organization Clients
2
AUM
$1.8M
Corporation or Business Clients
5
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLNCNJNYPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account