Starboard Wealth Management, LLC
RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$363K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307253
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Starboard Wealth Management, LLC operates as a limited liability company focused on portfolio management for individuals and small businesses. The firm primarily serves a client base of individuals and families, utilizing a fee structure based on a percentage of assets under management. While the firm does not engage in active ESG investing, it has established itself as a reliable advisor in wealth management, emphasizing personalized service and tailored investment strategies.
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 Equities65%
- US Government Bonds28%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Justin Hudock
OwnerCRD 2909908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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