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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2023
- Office Locations
- 1
Office Locations
About Starkel Wealth Advisors, LLC
Starkel Wealth Advisors is a Missouri- and California-registered RIA led by founder Ian Starkel, serving retail and institutional clients. The firm provides goal-based financial planning and discretionary portfolio management, using risk-tolerance-driven asset allocation and an ETF-heavy approach. It emphasizes automated ongoing optimization and diversification, leveraging relationships with 450+ U.S.-based global firms and custody via Charles Schwab.
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Investment Themes
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Owner & Executives
Ian Starkel
Chief Compliance Officer, Founder
- CRD
- #6315472
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,295,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,295,849 | -- |
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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 |
| Total | Available | Available |
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