← Back to searchVisit website
STARKEL WEALTH ADVISORS, LLC
CRD 326311
1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236, United States
Phone
417-708-7400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.3M
Discretionary AUM
$14.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $8.7M |
| High net worth individuals | 5 | $5.1M |
All web addresses on file
- https://www.linkedin.com/company/starkel-wealth-advisors/?viewAsMember=true
- Https://www.starkelwealth.com
- https://www.facebook.com/profile.php?id=61550771972549.
- https://www.youtube.com/@starkelwealth/shorts
- https://x.com/StarkelWealth
- https://open.spotify.com/show/4wKAGOt26Lkklb5goFwxx4?si=19670b8ec1134863
Official SEC filing: View on IAPD