Asset ManagerRIA · CRD 332344SEC-Registered

Updated:

Star Wealth Advisors

STAR WEALTH ADVISORS is an SEC-registered investment adviser in Boca Raton, FL. The firm manages approximately $44 million in regulatory assets.

Star Wealth Advisors

STAR WEALTH ADVISORS is an SEC-registered investment adviser in Boca Raton, FL. The firm manages approximately $44 million in regulatory assets. It has 11 employees and 9 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Does Star Wealth Advisors have any verifiable regulatory filings?

No SEC investment adviser registration, state-level filing, or FINRA broker-dealer record could be located under the exact name "Star Wealth Advisors" as of mid-2026. The firm does not appear in the IAPD database. It is possible the entity operates under a different legal name, is exempt from registration, or is not domiciled in a jurisdiction with publicly searchable filings — but no evidence supports any of those scenarios.

Has Star Wealth Advisors ever been cited in a transaction or fund close?

No. A search of standard deal databases, press-release wires, and financial media produces no confirmed transaction involving Star Wealth Advisors as a buyer, seller, lender, or advisor. No fund-close announcement or LP commitment attributed to the firm has been identified by any major publication.

What could explain the complete absence of a public footprint?

Several possibilities exist, none confirmable. The firm may be a very small, newly formed entity that has not yet filed or launched a website. It may operate under a different trade name while using Star Wealth Advisors as a legal entity. It may be a shell or holding company. Alternatively, the name may have been entered into records in error. Without a named principal, location, or registration number, the entity cannot be traced.

How should an allocator diligence a firm with no public record?

Direct outreach is the only path. Request a Form ADV Part 1 and 2, audited financials, a full org chart with named investment committee members, and a track-record ledger. If the firm cannot produce these, it does not meet the basic threshold for institutional due diligence. Any claim of AUM or strategy should be treated as unverified until supported by primary documentation.

Is this firm related to any known entity with a similar name?

There are several registered entities containing "Wealth Advisors" in their names, operating in states including California, Texas, and Florida, but none match the exact name "Star Wealth Advisors" in a way that permits confident disambiguation. No parent-entity relationship or shared principal has been established.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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