Sterling Wealth Advisors, Inc.
Sterling Wealth Advisors, Inc. is an SEC-registered wealth manager in Plantation, FL with $223.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Sterling Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124121, SEC 801-121920, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $223.5M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Plantation, FL
- Employees
- 7
- Clients
- 80
- CRD
- 124121
- Ownership
- BARRETT, ELIZABETH, ANN
How much AUM does Sterling Wealth Advisors, Inc. have?
Sterling Wealth Advisors, Inc. reported $223.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Sterling Wealth Advisors, Inc.?
Disclosed owners and executives of Sterling Wealth Advisors, Inc. include BARRETT, ELIZABETH, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.