Starboard Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,151,074
Total clients
39
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$362,848
About
Starboard Wealth Management is a one-advisor independent advisory firm that provides ongoing portfolio management to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm manages client accounts on a discretionary basis, prepares an Investment Policy Statement for each client, and reports account activity monthly with quarterly written statements.
The firm employs a mix of analytical methods — including fundamental, technical, charting, cyclical analysis, and modern portfolio theory — and offers both long‑term and more active trading strategies. SWM tailors allocations to client goals and risk tolerance and documents risk preferences in each client’s Investment Policy Statement while exercising discretionary trading authority when authorized.
Notably, SWM implements derivatives and options strategies (including covered and uncovered options, spreading strategies), short sales, and margin transactions within client portfolios — practices the firm discloses explicitly and that are uncommon among independent solo advisers. The firm also uses ETFs (including precious‑metal ETFs) and U.S. Treasury inflation‑protected bonds in portfolios, does not rely on third‑party managers, and custodies assets through Schwab Institutional.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $1,000,000: 0.60% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.40%
Main office location
Starboard Wealth Management, LLC
Marstons Mills MA, United States
Number of offices
1
Most active in
Starboard Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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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