Sterling Wealth Advisors, Inc.
● SEC registered since 2021CRD 124121SEC# 801-121920Plantation, FL
Reg. AUM
$223.5M
Employees
7
Accounts
348
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 $223.5 million in regulatory assets under management and employs 7 people.
Sterling Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann Barrett Control | President, Ceo And Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Sterling Wealth Advisors, Inc. manage?
Sterling Wealth Advisors, Inc. reports $223.5 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
| Address | 8201 Peters Road, Suite 1000, Plantation, FL 33324 |
| Phone | 954-771-1313 |
| Fax | 954-417-3629 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1943937 |
| Discloses disciplinary history | No |
Regulatory AUM
$223.5M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$223.5Mregulatory AUM
Discretionary $223.5M