{"url":"https://nivawealth.com/firms/star-wealth-management-341885","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/341885","regulatoryAum":156477380,"crd":"341885","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4258545","suffix":null,"lastName":"MULROY","firstName":"BRIGID","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136533","legalName":"Star Wealth Management Corporation","displayName":"Star Wealth Management","slug":"star-wealth-management-341885","website":"https://starwealth.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"30400 Telegraph RD, Ste 115","city":"Bingham Farms","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48025"},"tradeNames":[],"registration":{"secApproved":"18 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1337413.5042735043,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":156477380,"discretionary":156477380,"discretionaryAccounts":117,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":75,"regulatoryAum":44402707},{"label":"High-net-worth individuals","clients":42,"regulatoryAum":112074673}],"feePrograms":[{"role":"main","program":"Investment Advisory Fees","feeBasis":"whole_balance","fee_tiers":[{"to":250000,"pct":1.5,"from":0},{"to":500000,"pct":1.45,"from":250000},{"to":750000,"pct":1.35,"from":500000},{"to":1250000,"pct":1.25,"from":750000},{"to":2000000,"pct":1,"from":1250000},{"to":null,"pct":0.9,"from":2000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045667","versionId":1045667,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-19","documentName":"FORM ADV PART 2A","fee_rate_low":0.9,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045667","versionId":1045667,"submittedOn":"2026-05-19","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Variable Annuity Management","summary":"A flat fee of 1% a year on assets in a variable annuity under Star's management, charged outside the advisory fee schedule.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045667","versionId":1045667,"submittedOn":"2026-05-19","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:17:24.642806+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045667","versionId":1045667,"submittedOn":"2026-05-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":149582571}],"custodyNote":"Star Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brigid Kahn","title":"Chief Compliance Officer, President, Secretary & Sole Director, Trustee","crd":"4258545"}],"ownership":[{"label":"Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997","detail":"Owner in the 75% or more ownership band and a control person, since April 2026."},{"label":"Brigid Kahn","detail":"Indirect owner: a trustee of Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997 in the 75% or more band and a control person, since August 1997.","parent":"Brigid Mulroy Kahn Revocable Trust DTD 8/5/1997"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"30400 Telegraph RD, Ste 115","city":"Bingham Farms","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-723-4321","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Derivatives","percent":94},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":3,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"25 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/341885/PDF/341885.pdf","brochureDate":"19 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045667","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Star Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Star Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Star Wealth Management charge?","answer":"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.","source":"FORM ADV PART 2A, filed 19 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Star Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Star Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Star Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Star Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Star Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Star Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}