Star Wealth Advisors
- Regulatory AUM
- $44.4M
- Discretionary
- $44.4M
- Clients
- 159
- Avg AUM / client
- $279K
- Accounts
- 272
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 155 | $33.5M | 75.5% |
| High net worth individuals | 4 | $10.9M | 24.5% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Casella, Giselle | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Kretschmer, Nolan, A | Shareholder | Jun 2024 (2y) | 10% – 25% | |
| Rappaport, Amanda, L | Shareholder | Jun 2024 (2y) | 10% – 25% | |
| Rappaport, Kailey, Robyn | Shareholder | Jun 2024 (2y) | 10% – 25% | |
| Rappaport, Noelle, A | Shareholder | Jun 2024 (2y) | 10% – 25% | |
| Wendy Louise Kretschmer | Chief Executive Officer | Jun 2024 (2y) | 10% – 25% | |
| Gary Thomas Guglielmo | Registered representative | May 2025 (1y) | ||
| Robin Reji | Registered representative | Jun 2025 (1y) | ||
| John Steven Willard | Registered representative | Dec 2025 (1y) | ||
| Jonathan Tomassi | Registered representative | Feb 2026 (0y) | ||
| Bryan J Britchkow | Registered representative | Mar 2026 (0y) | ||
| Robert Anthony Jacobs | Registered representative | Apr 2026 (0y) | ||
| Samuel Ramos | Registered representative | Apr 2026 (0y) | ||
| Bryn Heath | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $44.4M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗