# Starkel Wealth Advisors, LLC

> Starkel Wealth Advisors, LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 326311
- Filed as: STARKEL WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326311
- AdvisorCensus page: https://advisorcensus.com/firm/starkel-wealth-advisors-llc-sarasota-fl-326311

## Quick answers

**How is Starkel Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Starkel Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Starkel Wealth Advisors, LLC located?**
Starkel Wealth Advisors, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Starkel Wealth Advisors, LLC registered with the SEC or a state?**
Starkel Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326311.

**How much does Starkel Wealth Advisors, LLC manage?**
Starkel Wealth Advisors, LLC reports $14,295,849 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**What types of clients does Starkel Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (5).

**Does Starkel Wealth Advisors, LLC 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/326311

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,295,849
- Discretionary: $14,295,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $8,682,180 |
| High net worth individuals | 5 | $5,115,025 |
| Corporations or other businesses not listed above | Fewer than 5 | $498,644 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/4wKAGOt26Lkklb5goFwxx4
- starkelwealth.com
- Facebook facebook.com
- LinkedIn @starkel-wealth-advisors
- X @StarkelWealth
- YouTube @starkelwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Starkel Wealth Advisors, LLC (CRD 326311): Form ADV filing data as of October 2026.