CRD: 307253
Starboard Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-02-2020
- Office Locations
- 1
Office Locations
About Starboard Wealth Management, LLC
Starboard Wealth Management is a fee-only RIA based on Cape Cod, MA serving clients nationwide. Founder Justin Hudock brings 25+ years of Wall Street market experience. The firm emphasizes personalized onboarding, transparent account management, and continuous portfolio monitoring and rebalancing, with ETF- and government/agency-bond oriented allocations. Uses Charles Schwab as custodian and publishes a tiered fee schedule designed to keep costs low.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Justin Brian Hudock
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2909908
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,151,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,151,074 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing