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Sturman Wealth Advisors, LLC

● SEC registered since 2024CRD 331560SEC# 801-130657Charlottesville, VA
Export (members)
Reg. AUM
$116.4M
Employees
2
Accounts
282
Location
Charlottesville, VA

Sturman Wealth Advisors, LLC assets under management

Sturman Wealth Advisors, LLC is an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2024. It reports $116.4 million in regulatory assets under management and employs 2 people.
sturmanwealth.comView on SEC.gov ↗

Sturman Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Todd Anthony Sturman ControlOwner And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Sturman Wealth Advisors, LLC manage?

Sturman Wealth Advisors, LLC reports $116.4 million in regulatory assets under management on its Form ADV.

How many employees does Sturman Wealth Advisors, LLC have?

Sturman Wealth Advisors, LLC reports 2 employees.

Where is Sturman Wealth Advisors, LLC located?

Sturman Wealth Advisors, LLC is based in Charlottesville, VA and has been SEC-registered since 2024.

Does Sturman Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address404 People Place, Suite 404, Charlottesville, VA 22911
Phone(434) 201-2255
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.4M
Non-discretionary$0
Total (RAUM)$116.4M