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Sterling Wealth Advisors, Inc.

● SEC registered since 2021CRD 124121SEC# 801-121920Plantation, FL
Export (members)
Reg. AUM
$187.6M
Employees
7
Accounts
364
Location
Plantation, FL

Sterling Wealth Advisors, Inc. assets under management

Sterling Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Plantation, FL. The firm has been registered since 2021. It reports $187.6 million in regulatory assets under management and employs 7 people.
www.sterlingwealthadvisors.comView on SEC.gov ↗

Sterling Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Elizabeth Ann Barrett ControlPresident, Ceo And Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Sterling Wealth Advisors, Inc. manage?

Sterling Wealth Advisors, Inc. reports $187.6 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Wealth Advisors, Inc. have?

Sterling Wealth Advisors, Inc. reports 7 employees.

Where is Sterling Wealth Advisors, Inc. located?

Sterling Wealth Advisors, Inc. is based in Plantation, FL and has been SEC-registered since 2021.

Does Sterling Wealth Advisors, Inc. disclose fund performance?

Sterling Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8201 Peters Road, Suite 1000, Plantation, FL 33324
Phone954-771-1313
Fax954-417-3629
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
CIK1943937
Discloses disciplinary historyNo

Assets under management

Discretionary$187.6M
Non-discretionary$0
Total (RAUM)$187.6M