Also known as stark wealth
Stark Wealth Management is a registered investment adviser based in Bethlehem, United States, founded in 2020. It reports about $262 million in assets under management. The firm states that it is a fee-only fiduciary and does not charge commissions or sales charges on managed investment accounts. Its services include investment management using low-cost models with broad equity and fixed-income exposure, tax management, charitable giving including donor advised funds, and 401(k) plans for small business owners. Client assets are held with a trust company custodian. Its principal and managing member, Paul Barry, has more than a decade of investment advisory experience.
Public regulatory records matched to Stark Wealth Management from SEC and IRS filings.
Public filings matched to Stark Wealth Management across SEC, IRS, DOL and international registers — newest first.
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Stark Wealth Management is a wealth manager based in Bethlehem, United States, managing approximately $263M in assets.
Stark Wealth Management is headquartered in Bethlehem, United States.
Stark Wealth Management manages approximately $263M in assets under management.
Stark Wealth Management was founded in 2020.
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