CRD: 309422
Stark Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2020
- Office Locations
- 2
Office Locations
About Stark Wealth Management LLC
Stark Wealth Management is a fee-only, fiduciary RIA led by Principal Paul Barry. The firm provides investment management and financial planning for individuals and business owners, emphasizing total return, risk management, and tax-management techniques tied to retirement, gifting, and legacy-planning goals. Assets are custodied with SEI, with offices in Bethlehem, PA and New York.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL DAVID RICHARD BARRY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5915858
- Ownership
- 50% but less than 75%
MARK ADAM SESSANTA
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ELLIS KING CHANDLER III
--
- CRD
- #5592667
HUBERT ROSIER ETCHISON JR.
Investment Advisor Representative / 401k Specialist
- CRD
- #6490425
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $221,256,160 | $565,873 |
| Non-Discretionary | $41,208,924 | $346,293 |
| Total | $262,465,084 | $514,637 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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