Star Wealth Management Corporation
Firm details
- Headquarters
- Bingham Farms, Michigan
- CRD number
- 341885
- Registered since
- June 18, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.62%
- Individuals28.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Star Wealth Management Corporation is an independent registered investment adviser serving individual and family clients, with advisory work that also extends to small businesses. The firm offers financial planning and portfolio management services and bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Its SEC registration is noted as 2026, and it is categorized as an Other Investment Adviser rather than a capital allocator, pension consultant, or related adviser. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser in the supplied filing. Advisory activities on the record focus on personalized planning and discretionary portfolio management rather than institutional or retirement-plan consulting.
Assets & Accounts
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
Location
Bingham Farms, MI
Oakland
Location
Bingham Farms, MI
Headquartered in Bingham Farms, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 30400 Telegraph Rd
- Time zone
- ET (UTC-5)
- Office locations
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