STAR WEALTH ADVISORS
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 332344
- Registered since
- July 31, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.54%
- HNWI24.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Star Wealth Advisors is a recently registered independent RIA organized as an LLC and owned by an individual. The firm became SEC-registered in 2024 and serves primarily individual and family clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. The firm also operates as an insurance broker and maintains an affiliation with an insurance company. Star Wealth acts as a capital allocator, directing client capital to external managers and third-party funds. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 12Bryan Britchkow
Financial ConsultantCRD 2887921
SAMUEL RAMOS
Investment AdviserCRD 5692004
ROBIN REJI
Investment Advisor RepresentativeCRD 6801345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 225 NE Mizner Blvd
- Time zone
- ET (UTC-5)
- Office locations
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