Sturman Wealth Advisors, LLC
● SEC registered since 2024CRD 331560SEC# 801-130657Charlottesville, VA
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.
Sturman Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Anthony Sturman Control | Owner And Chief Compliance Officer | Over 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
| Address | 404 People Place, Suite 404, Charlottesville, VA 22911 |
| Phone | (434) 201-2255 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.4M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$116.4Mregulatory AUM
Discretionary $116.4M