Wealth manager, independent · Bethlehem, PA
Stark Wealth Management LLC
SEC-registered investment adviser · CRD 309422 · SEC 801-131441
At a glance
Stark Wealth Management LLC is an SEC-registered investment adviser based in Bethlehem, Pennsylvania, with $262 million in regulatory assets under management as of its Form ADV filed March 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 476 individual clients. By Form ADV it is a wealth manager, ranked 4,810th of 8,915 wealth managers and 10,826th of 17,210 SEC-registered advisers by assets.
Main office 610-419-9894starkfinancialgroup.comAs filed on Form ADV
- Regulatory AUM
- $262M
- Rank among wealth managers
- #4,810 of 8,915
- Rank among all SEC RIAs
- #10,826 of 17,210
- Rank in Pennsylvania
- #390 of 564
- Individual clients
- 476
- High-net-worth clients
- 92
- Accounts
- 510
- Discretionary
- 84% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Mark A. SessantaMember
- Paul D. BarryManaging Member & Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 92 | $136M | 52% |
| Individuals | 384 | $97M | 37% |
| Pension and profit sharing plans | 48 | $24M | 9% |
| Corporations or other businesses | 5 | $3M | 1% |
| Charitable organizations | 2 | $2M | <1% |
Disciplinary disclosures
Stark Wealth Management LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗starkfinancialgroup.com ↗
AtlasMembers
The full record on Stark Wealth Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 6,413 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stark Wealth Management LLC manage?
Stark Wealth Management LLC reports $262 million in regulatory assets under management across 510 accounts, 84% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
What kind of firm is Stark Wealth Management LLC?
Stark Wealth Management LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Stark Wealth Management LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($136 million, 92 clients); individuals ($97 million, 384 clients); pension and profit sharing plans ($24 million, 48 clients).
Does Stark Wealth Management LLC have any disciplinary history?
Stark Wealth Management LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Stark Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →