STARBOARD WEALTH MANAGEMENT, LLC

STARBOARD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 307253). Regulatory assets under management: $14.2M.

Registration

• CRD: 307253
• Type: Registered investment adviser
• Phone: 508-221-7076
• Latest filing: 2025-01-31
• Regulatory AUM: $14.2M
• Discretionary AUM: $14.2M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search