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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2024
- Office Locations
- 5
Office Locations
About Star Wealth Advisors
STAR WEALTH ADVISORS is a Boca Raton, FL-based RIA serving retail investors, including entrepreneurs, with financial planning, estate and business-succession planning, insurance and portfolio construction. Portfolios emphasize asset allocation using ETFs and mutual funds alongside cash and fixed income. Custody is reported with Charles Schwab & Co., which may simplify implementation for Schwab-aligned distribution teams.
Team overview
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Investment Themes
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Owner & Executives
NOLAN A KRETSCHMER
--
- CRD
- --
- Ownership
- 10% but less than 25%
WENDY LOUISE KRETSCHMER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3111589
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Bryan J Britchkow
--
- CRD
- #2887921
GARY THOMAS GUGLIELMO
--
- CRD
- #2759496
Showing 2 of 13 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,357,377 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,357,377 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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