Star Wealth Management Corporation

Overview

Star Wealth Management Corporation is an independent registered investment adviser focused on serving individual and family clients, with additional portfolio management work for small businesses. The firm is organized as a corporation and lists a mix of fee arrangements—percentage of AUM, hourly charges, and fixed fees—allowing flexibility across planning and advisory engagements. Star Wealth registered with the SEC in 2026, is not designated as a multi-state or pension consultant, and identifies its primary advisory activities as financial planning and discretionary portfolio management. The firm does not identify as an active ESG investor. Star Wealth is owner‑managed as a domestic entity with individual ownership and reports an affiliation classified as “Other Investment Adviser.” It is not a capital allocator, does not claim related advisers, and is not described as a newly formed adviser despite the recent SEC registration year.

Assets & Accounts

Investments & Alternatives

Location & Offices