Stark Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Stark Wealth Management reports 531 clients. They include 384 individual clients, 92 high-net-worth individuals, and 48 pension and profit-sharing plans. Of its assets, 84.3% ($221M across 391 accounts) are managed with discretion; $41.2M across 119 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 37% |
| High-net-worth individuals | 17% | 52% |
| Pension and profit-sharing plans | 9% | 9% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 384 | $97.3M | 37.1% | $253K |
| High-net-worth individuals | 92 | $136M | 52.0% | $1.48M |
| Pension and profit-sharing plans | 48 | $24M | 9.1% | $499K |
| Charitable organizations | Fewer than 5 | $1.85M | 0.7% | $925K |
| Corporations and other businesses | 5 | $2.88M | 1.1% | $576K |
| Total | 531 | $262M | 100% | — |
- Clients
- 384
- Regulatory AUM
- $97.3M
- AUM share
- 37.1%
- Avg. per client
- $253K
- Clients
- 92
- Regulatory AUM
- $136M
- AUM share
- 52.0%
- Avg. per client
- $1.48M
- Clients
- 48
- Regulatory AUM
- $24M
- AUM share
- 9.1%
- Avg. per client
- $499K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.85M
- AUM share
- 0.7%
- Avg. per client
- $925K
- Clients
- 5
- Regulatory AUM
- $2.88M
- AUM share
- 1.1%
- Avg. per client
- $576K
Total
- Clients
- 531
- Regulatory AUM
- $262M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Stark Wealth Management charges 1.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning (Fixed Fee)
- Financial planning design fees up to $14,000 per year depending on frequency of touch points; negotiable.
- Financial Planning (Hourly)
- Hourly financial planning and asset allocation advice at up to $1,500 an hour; negotiable.
Mark Sessanta owns 50% to 75% of Stark Wealth Management. The leadership team of Stark Wealth Management includes Chief Compliance Officer Paul Barry. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Stark Wealth Management LLC
Mark Sessanta
Control person · since March 2020
- Owns 50% to 75% of Stark Wealth Management LLC
Paul Barry
Control person · since March 2020
Stark Wealth Management’s regulatory assets grew from $177M (April 2025) to $262M (March 2026); clients rose from 472 to 531 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $262M | 531 | 4 | 1 |
| Apr 2025April 2025 | $177M | 472 | 2 | 1 |
Besides its headquarters, Stark Wealth Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 79 West Market St Suite 100, BethlehemHQ
Contact and registration details
- Legal name
- Stark Wealth Management LLC
- Headquarters
- 79 West Market St Suite 100, Bethlehem, PA 18018
- Website
- starkfinancialgroup.com
- Phone
- 610-419-9894
- SEC file
- 801-131441
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Stark Wealth Management’s named custodians for separately managed accounts are SEI Investments Distribution ($204M, 96%), Charles Schwab ($6.08M, 3%) and Capital Client Group ($3.45M, 2%). Stark Wealth Management does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $204M96%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $3.45M2%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $6.08M3%
At year end, Stark Wealth Management’s separately managed accounts were mostly in funds (66%) and stocks (22%). Its reported 13F holdings for the quarter ended 31 March 2025 total $9.71M across 26 positions; the largest are Pacer Fds TR (8.5%), Schwab Strategic TR (7.3%) and Apple Inc. (7.2%).
What the accounts hold
- Stocks22%
- Funds66%
- Bonds6%
- State and local bonds2%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash5%
- Other1%
- Variable annuities1%
How many clients does Stark Wealth Management have?
Stark Wealth Management has 531 clients and manages $262 million for them, as of March 2026. They include 384 individual clients, 92 high-net-worth individuals, and 48 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Stark Wealth Management offer?
Stark Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stark Wealth Management charge?
Stark Wealth Management charges 1.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: ADV PART 2A- STARK WEALTH MANAGEMENT LLC, filed 17 March 2026
Which custodians does Stark Wealth Management use?
Stark Wealth Management’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $204M, Charles Schwab & Co., Inc. (Westlake, TX), with $6.08M and Capital Client Group, Inc. (Los Angeles, CA), with $3.45M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Stark Wealth Management have?
Stark Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stark Wealth Management invest in?
At the end of its last fiscal year, Stark Wealth Management’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% cash and equivalents, 2% state and local bonds, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stark Wealth Management?
Stark Wealth Management’s direct owners are Mark Sessanta (50% to 75%) and Paul Barry (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Stark Wealth Management get paid?
Stark Wealth Management is paid through a percentage of assets under management 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 Stark Wealth Management?
Stark Wealth Management’s main office is at 79 West Market St Suite 100, Bethlehem, PA 18018. Its phone number is 610-419-9894. Its website is starkfinancialgroup.com.