S
Stahl Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,172,990
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
58
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$1,123,672
About
Stahl Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients (including high-net-worth individuals) and charitable organizations, and the firm reports managing about $54.7 million in client assets across roughly 45 client relationships. The brochure also addresses advice regarding retirement plan accounts and IRA rollovers, noting the firm’s fiduciary responsibilities under ERISA and the Internal Revenue Code when providing that advice.
The firm’s investment process centers on tailored, discretionary management using firm-developed model portfolios and a mix of analytical approaches — including fundamental, technical, charting, and cyclical analysis — as well as option strategies where appropriate. It also offers consultative financial planning and implements client instructions through custodial accounts, requiring written authorizations for fee deduction and trading discretion.
Several operational features are noteworthy: the brochure discloses the firm’s role as a fiduciary for retirement plan and rollover recommendations under DOL guidance, and it identifies Charles Schwab and Altruist Financial as custodians following the acquisition of Shareholders Service Group. The firm also indicates it routinely requires clients to direct brokerage through a specific custodian (SSG) and uses standing letters of authorization for third‑party transfers, practices that can affect trade execution and account operations for plan or business clients.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $2,000,000: 0.6% $2,000,001+: 0.4%
Financial planning services charged at $100 per hour, negotiable
Account minimum: $2,500 minimum annual fee to open and maintain an advisory account Minimum fee: $2,500 minimum annual fee to open and maintain an advisory account; may be waived at firm's discretion; fee will never exceed 3% of total assets Fee-only: Financial planning services charged at $100 per hour, negotiable based on scope and complexity
Main office location
Stahl Wealth Management, LLC
911 State Street, Suite 214
Lancaster PA 17603, United States
Number of offices
2
Most active in
Stahl Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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