Stark Wealth Management

What Stark Wealth Management does

Stark Wealth Management is a privately-held, independent financial advisory firm headquartered in Claremont, California, that delivers wealth management services to high-net-worth individuals, business owners, and multi-generational families. The firm operates as a registered representative relationship with LPL Financial—a registered investment advisor and broker-dealer (Member FINRA & SIPC)—through which it offers securities and advisory services. Core products span investment planning, retirement planning, financial planning, education planning, and asset management; clients access accounts through LPL AccountView and access financial plans through a cobrand Right Capital login.

The firm is led by founder Jeffrey Stark (LPL registered representative), with Chief Investment Officer Eduardo Silva (CFP, CFA) providing investment commentary, alongside financial advisors Ruby Berke and Manuel Vega. Go-to-market is sales-led and content-driven: personalized advisory consultations, supported by an active educational blog (2025-2026 cadence), weekly market commentary powered by LPL Research, financial calculators, and curated research publications.

Revenue mechanics are not publicly disclosed but are consistent with LPL-channel economics—AUM-based or retainer advisory fees. The firm has no parent company, no external institutional investors, no funding rounds, no subsidiaries, and no disclosed revenue. Jeffrey Stark is registered to discuss and transact securities business with residents of approximately 36 U.S. states, indicating a multi-state service footprint that extends well beyond the California headquarters.

Name

Stark Wealth Management

Legal name

Stark Wealth Management

Website

https://starkwm.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Stark Wealth Management is an independent financial advisory firm in Claremont, California that delivers wealth management services—investment, retirement, financial, education planning, and asset management—to high-net-worth individuals, business owners, and multi-generational families through LPL Financial.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Financial planning
• Asset management

Headquarters

HQ city

Claremont

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Stark Wealth Management offers investment advisory services through partnership with LPL Financial, a registered investment advisor and broker-dealer. Jeffrey Stark is a registered representative with LPL Financial, offering securities and advisory services. The firm provides comprehensive wealth management including investment planning, retirement planning, financial planning, education planning, and asset management services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Stark Wealth Management is a financial advisory firm that provides personalized wealth management services including investment planning, retirement planning, financial planning, education planning, and asset management. The firm delivers these services through its partnership with LPL Financial, a registered investment advisor and broker-dealer, with clients accessing accounts via LPL AccountView and Right Capital platforms.

Product overview

Stark Wealth Management is a financial advisory firm offering a comprehensive suite of wealth management services. The core offerings include five integrated financial products: Investment Planning for portfolio strategy and asset allocation, Retirement Planning for income and savings preparation, Financial Planning for holistic financial guidance, Education Planning for education savings strategies, and Asset Management for ongoing portfolio management and rebalancing. These services are delivered through a partnership with LPL Financial, a registered investment advisor, with clients accessing their accounts through integrated platforms including Right Capital for financial planning tools and LPL AccountView for account access.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning Investment planning services focused on portfolio strategy, asset allocation, and long-term wealth building through diversified investment approaches for individual clients.
• Retirement Planning Comprehensive retirement planning services including retirement savings strategies, income planning, and retirement account management to help clients prepare for and achieve retirement goals.
• Financial Planning Holistic financial planning services that address overall financial health, including budgeting, savings strategies, and comprehensive financial plans tailored to individual client needs.
• Education Planning Education planning services focused on saving and investing for education expenses, including 529 plans and other education savings vehicles for families.
• Asset Management Professional asset management services providing ongoing portfolio management, rebalancing, and investment oversight to maintain alignment with client objectives and risk tolerance.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationStark Wealth Management operates in partnership with LPL Financial, a registered investment advisor and broker-dealer (Member FINRA & SIPC). Jeffrey Stark serves as a registered representative with LPL Financial, offering securities and advisory services through this platform. The partnership provides access to LPL's technology platform including LPL AccountView for client account access and Right Capital for financial planning tools. LPL Research provides market research and publications that Stark Wealth Management shares with clients.

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Cetera Financial Group: Cetera is a large broker-dealer and RIA platform supporting independent financial advisors serving HNW clients. Comparable in that Stark is similarly a small firm on a custodian platform, though Cetera is the platform itself serving many such firms.
• Creative Planning: Creative Planning is a large national RIA offering wealth management, tax, and estate planning to HNW and ultra-HNW clients. Overlapping service offering and target market, but operates at significantly greater scale with proprietary infrastructure.
• Edelman Financial Engines: Edelman Financial Engines is a large established RIA offering investment advisory and financial planning to a broad client base. Comparable services but serves a wider audience beyond HNW and lacks the business-owner specialization.
• Kestra Financial: Kestra Financial is an independent wealth management platform serving financial advisors and their HNW clients. Comparable as a competing custodian/platform choice for small-to-mid RIA firms.
• Commonwealth Financial Network: Commonwealth is an independent broker-dealer/RIA platform supporting HNW-focused financial advisors. Comparable as an alternative platform to LPL Financial for independent wealth management firms serving similar clientele.

Direct peers

• Pure Financial Advisors: Pure Financial Advisors is an independent RIA focused on retirement and tax planning for individuals approaching or in retirement. Comparable in its advisory-led, planning-centric model targeting similar life-stage clients.
• Mariner Wealth Advisors: Mariner is a national RIA serving HNW and ultra-HNW clients with comprehensive wealth, tax, estate, and business succession services. Directly comparable in target segment and service breadth, though larger in scale.
• Carson Group: Carson Group is a large LPL-affiliated wealth management firm serving HNW individuals and business owners. Highly comparable given shared LPL platform dependency, similar HNW/business-owner focus, and advisor-led growth model.
• Mercer Advisors: Mercer Advisors is a national RIA focused on HNW clients with comprehensive financial planning, investment management, and estate services. Comparable in service offering and target clientele, with national scale.

Emerging players

• Facet Wealth: Facet Wealth is a digital-first financial advisory firm targeting HNW clients with flat-fee planning and investment management. Comparable in target segment but uses a tech-driven delivery model that contrasts with Stark's traditional advisor-led approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/starkwm

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stark Wealth Management