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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STARK WEALTH MANAGEMENT LLC

CRD 309422

BETHLEHEM, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b02caa8-0388-01db-1348-554a006fa154

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 9, 2024 to Mar 17, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $262MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $221M
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $52.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 510
Individual clients: 384
High net worth clients: 92
SEC number: 801-131441
CRD: 309422
Filings on the tape: 8
First filed: Oct 9, 2024
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, PA
Website: starkfinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL DAVID RICHARD BARRY	n/a	BETHLEHEM, PA	5	15	3	no
Steven Frederick McNeilly	Certified Financial Planner\|Chartered Financial Consultant	New York, NY \| BETHLEHEM, PA	1	18	1	no
HUBERT ROSIER ETCHISON JR.	n/a	BETHLEHEM, PA	1	22	n/a	no
Christian Richard Spugnardi	n/a	BETHLEHEM, PA	1	11	n/a	no
ELLIS KING CHANDLER	n/a	BETHLEHEM, PA	0	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARRY, PAUL, DAVID	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	03/2020	Oct 9, 2024	Dec 11, 2024
SESSANTA, MARK, ADAM	Member	D	yes	03/2020	Oct 9, 2024	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIFESTYLE REALTY GROUP	n/a	n/a	n/a	N	yes	n/a
PAUL DAVID RICHARD BARRY	n/a	n/a	n/a	N	yes	n/a
STARK FINANCIAL SOLUTIONS	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$262M	$221M	4	4	0	n/a	n/a
2024	Apr 29, 2025	$177M	$159M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$262M	$177M	48.4%	n/a	n/a	4	2	0	0

Relationships

Registered with (5)

← ELLIS KING CHANDLERAdvisorregistration: current employment
Jan 11, 2026 to presentfactForm ADV
← Christian Richard SpugnardiAdvisorregistration: current employment
Sep 16, 2025 to presentfactForm ADV
← HUBERT ROSIER ETCHISON JR.Advisorregistration: current employment
Dec 5, 2024 to presentfactForm ADV
← Steven Frederick McNeillyAdvisorregistration: current employment
Oct 9, 2024 to presentfactForm ADV
← PAUL DAVID RICHARD BARRYAdvisorregistration: current employment
Dec 1, 2020 to presentfactForm ADV

Controls (2)

← SESSANTA, MARK, ADAMOwnerMEMBER, ownership code D, individual
Oct 9, 2024 to Dec 11, 2024factForm ADV
← BARRY, PAUL, DAVIDOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Oct 9, 2024 to Dec 11, 2024factForm ADV

Dated events

Occurred
Oct 9, 2024
First Form ADV filing
Stark Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b02caa8-0388-01db-1348-554a006fa154
First observed: Oct 9, 2024
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STARK WEALTH MANAGEMENT LLC

CRD 309422

BETHLEHEM, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b02caa8-0388-01db-1348-554a006fa154

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL DAVID RICHARD BARRY

n/a

BETHLEHEM, PA

Steven Frederick McNeilly

Certified Financial Planner|Chartered Financial Consultant

New York, NY | BETHLEHEM, PA

HUBERT ROSIER ETCHISON JR.

n/a

BETHLEHEM, PA

n/a

Christian Richard Spugnardi

n/a

BETHLEHEM, PA

n/a

ELLIS KING CHANDLER

n/a

BETHLEHEM, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARRY, PAUL, DAVID

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2020

Oct 9, 2024

Dec 11, 2024

SESSANTA, MARK, ADAM

Member

yes

03/2020

Oct 9, 2024

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIFESTYLE REALTY GROUP

n/a

yes

n/a

PAUL DAVID RICHARD BARRY

n/a

yes

n/a

STARK FINANCIAL SOLUTIONS

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$262M

$221M

n/a

2024

Apr 29, 2025

$177M

$159M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$262M

$177M

48.4%

n/a