Star Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Star Wealth Management reports 117 clients. They include 75 individual clients and 42 high-net-worth individuals. Of its assets, 100.0% ($156M across 117 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 28% |
| High-net-worth individuals | 36% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $44.4M | 28.4% | $592K |
| High-net-worth individuals | 42 | $112M | 71.6% | $2.67M |
| Total | 117 | $156M | 100% | $1.34M |
- Clients
- 75
- Regulatory AUM
- $44.4M
- AUM share
- 28.4%
- Avg. per client
- $592K
- Clients
- 42
- Regulatory AUM
- $112M
- AUM share
- 71.6%
- Avg. per client
- $2.67M
Total
- Clients
- 117
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- $1.34M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Star Wealth Management charges 0.90%–1.50% a year for its Investment Advisory Fees. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.45% |
| $500K–$750K | 1.35% |
| $750K–$1.25M | 1.25% |
| $1.25M–$2M | 1.00% |
| $2M and above | 0.90% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are negotiable: $500 per hour, or generally $2,500 to $10,000 as a fixed fee, with 50% typically paid in advance.
- Variable Annuity Management
- A flat fee of 1% a year on assets in a variable annuity under Star's management, charged outside the advisory fee schedule.
Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997 owns 75% or more of Star Wealth Management and is in turn owned by Brigid Kahn (75% or more). The leadership team of Star Wealth Management includes President Brigid Kahn. It has 3 employees, 1 of them in advisory roles.
Leadership
- Brigid KahnChief Compliance Officer, President, Secretary & Sole Director, Trustee
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Star Wealth Management Corporation
Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997
Control person · since April 2026
- Owns 75% or more of Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997
Brigid Kahn
Control person · since August 1997
Besides its headquarters, Star Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 30400 Telegraph RD, Ste 115, Bingham FarmsHQ
Contact and registration details
- Legal name
- Star Wealth Management Corporation
- Headquarters
- 30400 Telegraph RD, Ste 115, Bingham Farms, MI 48025
- Website
- starwealth.net
- Phone
- 248-723-4321
- SEC file
- 801-136533
- Structure
- Michigan corporation
- Fiscal year end
- December
Star Wealth Management uses Charles Schwab ($150M) as custodian for its separately managed accounts. Star Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $150M100%
What the accounts hold
- Stocks2%
- Cash2%
- Other97%
- Derivatives94%
- Annuities3%
How many clients does Star Wealth Management have?
Star Wealth Management has 117 clients and manages $156 million for them, as of August 2026. They include 75 individual clients and 42 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Star Wealth Management offer?
Star Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Star Wealth Management charge?
Star Wealth Management charges 0.90%–1.50% a year for its Investment Advisory Fees. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Which custodians does Star Wealth Management use?
Star Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $150M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Star Wealth Management have?
Star Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Star Wealth Management invest in?
At the end of its last fiscal year, Star Wealth Management’s separately managed accounts held 94% derivatives, 3% other, 2% exchange-traded equities and 2% cash and equivalents. The 3% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Star Wealth Management?
Star Wealth Management is owned through a trust by Brigid Kahn. Its direct owner is Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Star Wealth Management get paid?
Star Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Star Wealth Management?
Star Wealth Management’s main office is at 30400 Telegraph RD, Ste 115, Bingham Farms, MI 48025. Its phone number is 248-723-4321. Its website is starwealth.net.