Stark Wealth Management LLC logo

Stark Wealth Management LLC

Updated today

Client assets under management

$233,772,206

Clients

476

19% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

95

High

Average account size

$491,118

About

Stark Wealth Management LLC provides portfolio management, financial planning, and estate‑planning facilitation to individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary management and may place client assets with third‑party managers or wrap and managed account platforms when appropriate.

The firm documents client goals and risk tolerance in an Investment Policy Statement and relies on model allocations, modern portfolio theory, quantitative and technical analysis to guide long‑term trading and ETF‑focused strategies. It regularly reviews outside managers and uses third‑party managed account solutions and a web‑based portfolio modeling system to recommend and implement model portfolios for clients.

Stark Wealth Management is affiliated with other businesses in its corporate group, including a real estate brokerage and an entity that provides tax and accounting services, a structure the brochure notes can create referral opportunities and conflicts of interest. The brochure also discloses a prior regulatory arbitration involving a firm principal that resulted in a civil/administrative penalty and suspension, and it highlights relationships with specialty sub‑advisers (including a firm that implements synthetic option strategies) and third‑party modeled performance as part of its service mix.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Tax-loss harvesting

Fee options

Fixed

Financial planning fees up to $14,000 per year, negotiable; estate planning document preparation max flat fee $1,000 (may be waived)

Percentage

$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.55% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.30%

Project-based

Up to $1,500 per hour, negotiable

Other

Account minimum: No account minimum for any of SWM's services.

Main office location

Stark Wealth Management LLC

79 West Market St Suite 100

Bethlehem PA 18018, United States

Number of offices

1

Most active in

California · Florida · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven M

CFP®, ChFC®, Series 63

New York, NY

Stark Wealth Management LLC

Steven Mc Neilly is a CFP® and ChFC® with 13 years of industry experience. He is currently with Stark Wealth Management LLC and has previously worked at American Portfolios and American Portfolios Financial Services, Inc. He serves as treasurer for the non-profit Reveal, NYC. Stark Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis with tailored model allocations and offers access to third-party money managers and managed account solutions.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Christian S

Series 65

Bethlehem, PA

Stark Wealth Management LLC

Christian Spugnardi is a financial advisor at Stark Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he attended Bucknell University and worked as a caddy at Saucon Valley Country Club for ten years. He is also a licensed insurance agent under Stark Financial Group. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a primarily ETF-based, long-term investment approach supplemented by traditional equities and fixed income, and uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Hubert E

Series 65

Bethlehem, PA

Stark Wealth Management LLC

Hubert Etchison Jr. is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Lafayette College and R. Curtis Ehly, CLU. Outside of his advisory work, he has been involved with Twilight Gymnastics and operates entrepreneurial ventures through Hubert Etchison Consulting, LLC and Right Track Realty, LLC. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, focusing on ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis, integrating modern portfolio theory with tailored model allocations and periodic risk reviews.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Paul B

Series 66

Bethlehem, PA

Stark Wealth Management LLC

Paul Barry is a financial advisor at Stark Wealth Management LLC in Bethlehem, PA, holding a Series 66 credential and bringing 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer and officer for Cornerstone Church, providing oversight of the church budget. Stark Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-based, long-term investment strategies supported by fundamental, quantitative, and technical analysis, with tailored model allocations and access to third-party money managers and managed account platforms.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

Ellis C

Series 63, Series 65

Bethlehem, PA

Stark Wealth Management LLC

Ellis Chandler III is a financial advisor at Stark Wealth Management LLC with over a decade of industry experience, including roles at EKC Wealth Strategies and Serratelli Financial Group. He holds Series 63 and Series 65 licenses and is also involved in brokering life, health, and fixed annuities. Additionally, he provides expense reduction services to companies, focusing on operational cost optimization and financial efficiency. Stark Wealth Management LLC offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm integrates multiple analytical approaches and uses managed account platforms and third-party sub-advisers to tailor investment solutions.

Wealth management Passive / index investing Tax-loss harvesting
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