# Stark Wealth Management

Stark Wealth Management is a Bank / Wealth / Trust based in Bethlehem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethlehem, United States
- **Region:** North America
- **Address:** Bethlehem, PA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** starkfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/starkwm

## Regulatory record

- **CRD number:** 309422
- **SEC file number:** 801-131441
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309422

## About

Stark Wealth Management was founded in 2020 and operates as a registered investment advisor from Bethlehem, Pennsylvania. The team, which lists 16 members without disclosed individual titles, provides financial planning, wealth management, tax strategy, accounting, business planning, and insurance services — an integrated model designed to address what the firm calls the erosion of wealth through taxes, debt, interest, fees, and premiums. The firm's strategy centers on holistic personal and business balance-sheet management. Rather than traditional institutional asset-class mandates, Stark's deployment model emphasizes recapturing lost dollars through tax optimization, debt restructuring, and insurance planning. The firm maintains a secondary office in Jensen Beach, Florida. With 16 listed team members, Stark Wealth Management operates from two East Coast locations. A May 2024 review of its website confirmed no publicly disclosed AUM, investment vehicles, or named portfolio holdings — consistent with a private wealth practice that does not report like an institutional allocator. The firm offers a complimentary initial financial analysis as its primary client-acquisition entry point. Structurally, Stark differs from a conventional single-family office by operating as an open-architecture RIA serving multiple external clients. Its niche concentration on a single franchise system — Chick-fil-A operators — creates a sourcing model built around a discrete professional community rather than broad wealth-management marketing. This verticalized approach mirrors the affinity-based client-acquisition strategies seen in entertainment or medical-practice RIAs, but applied to quick-service restaurant franchisees.

## Sectors

- Real Estate
- Financial Services

## Offices

- Jensen Beach, FL, United States

## People

- Mark Sessanta — Team Member
- Paul Barry — Team Member
- Steve McNeilly — Team Member
- Jennifer Immel — Team Member
- Christian Spugnardi — Team Member
- Hubert Etchison — Team Member
- Julie Reardon — Team Member
- Kate Morgan — Team Member
- Dave Ellerbeck — Team Member
- Sarah Lopez — Team Member
- Laurie Horwath — Team Member
- Jodi Hurowitz — Team Member
- Tracey Ellerbeck — Team Member
- Billy Dunn — Team Member
- Joshua Wildasin — Team Member
- Derik Mesquita — Team Member

## Related profiles

- [Starke Police Officers' Retirement System](https://altss.com/profile/starke-police-officers-retirement-system)
- [Starlight Capital](https://altss.com/profile/starlight-capital)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/stark-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology