Stark Wealth Management Llc
- Regulatory AUM
- $262M
- Discretionary
- $221M
- Clients
- 531
- Avg AUM / client
- $494K
- Accounts
- 510
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 384 | $97.3M | 37.1% |
| High net worth individuals | 92 | $136M | 52.0% |
| Pension and profit sharing plans | 48 | $24.0M | 9.13% |
| Charitable organizations | 2 | $1.8M | 0.7% |
| Corporations and other businesses | 5 | $2.9M | 1.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul David Richard Barry | Managing Member & Chief Compliance Officer | Mar 2020 (6y) | 50% – 75% | |
| Sessanta, Mark, Adam | Member | Mar 2020 (6y) | 50% – 75% | |
| Steven Frederick Mc Neilly | Registered representative | CFP Chartered Financial Consultant | Oct 2024 (2y) | |
| Hubert Rosier Etchison Jr. | Registered representative | Dec 2024 (2y) | ||
| Christian Richard Spugnardi | Registered representative | Sep 2025 (1y) | ||
| Ellis King Chandler | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $204M (78% of AUM) Mar 2026
- Charles Schwab & Co. $6.1M (2% of AUM) Mar 2026
- Capital Group $3.4M (1% of AUM) Mar 2026
- Capital Bank & Trust (American Funds) $3.3M (2% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗