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| Marshall Sterling Wealth Advisors Inc
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|---|---|
| CRD # | 164345 |
| SEC # | 801-78688 |
| CIK # | 0002056315 |
| AUM | 1,586.2 M (2026-05-12) |
| Employees | 15 (60% Investors, 53% Brokers) |
| Phone | 845-554-1046 |
| Address | 278 Mill Street Poughkeepsie, NY 12601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| International Business Machines Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 700 | 191.7 |
| (b) Individuals (high net worth individuals) | 91 | 153.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 95 | 1,168.7 |
| (h) Charitable organizations | 8 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 22.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 46.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,536 | 1,586.2 |
| By Discretionary | ||
| Discretionary | 1,449 | 418.2 |
| Non-Discretionary | 87 | 1,168.0 |
| Total | 1,536 | 1,586.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,586.2 | |
| Total | 1,536 | 1,586.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056315] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 (1 non-US) |
| Serves | Institutional, Retail |
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