# Star Wealth Advisors

> Star Wealth Advisors is a state-registered investment advisory firm in Boca Raton, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 332344
- Filed as: STAR WEALTH ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332344
- AdvisorCensus page: https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344

## Quick answers

**How is Star Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Star Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Star Wealth Advisors located?**
Star Wealth Advisors' principal office is in Boca Raton, FL, according to its Form ADV.

**Is Star Wealth Advisors registered with the SEC or a state?**
Star Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332344.

**How much does Star Wealth Advisors manage?**
Star Wealth Advisors reports $44,357,377 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Star Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Star Wealth Advisors: Regulatory assets under management: $0 in the October 2024 data and $44,357,377 in the October 2026 data. Total employees: 2 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Star Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (4).

**Does Star Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332344

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $44,357,377
- Discretionary: $44,357,377
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $33,506,946 |
| High net worth individuals | 4 | $10,850,431 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, MI, NJ, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [starwa.com](https://starwa.com)
- [truepathadvising.com](https://truepathadvising.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | September 11, 2024 |
| October 2026 | $44,357,377 | 11 | May 15, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $44,357,377 in the October 2026 data.
Total employees: 2 in October 2024 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Star Wealth Advisors (CRD 332344): Form ADV filing data as of October 2026.