Star Wealth Management Corporation
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 341885
· SEC file 801-136533
· Bingham Farms, MI
· www.starwealth.net
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ADV data as of Jun 10, 2026
- Regulatory AUM
- $156M
- Discretionary
- $156M
- Clients
- 117
- Avg AUM / client
- $1.3M
- Accounts
- 117
- Employees
- 3
AUM over time
$156M
$156M
May 19, 2026
Jun 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $44.4M | 28.4% |
| High net worth individuals | 42 | $112M | 71.6% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $150M (96% of AUM) Jun 2026
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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗