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| Sterling Wealth Advisors Inc
✚
| |
|---|---|
| CRD # | 124121 |
| SEC # | 801-121920 |
| CIK # | |
| AUM | $164.4 MM (2024-03-26) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 954-771-1313 |
| Address | 8201 Peters Road Plantation, FL 33324 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 17.1 |
| (b) Individuals (high net worth individuals) | 38 | 147.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 164.4 |
| By Discretionary | ||
| Discretionary | 421 | 164.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 421 | 164.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.4 | |
| Total | 421 | 164.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Halcyon Global Advisors LLC
✚
|
TX | 0.2 |
|
Sachem Investment Counsel LLC
✚
|
NV | 0.2 |
|
Frazee Investment Consulting Inc
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|
TN | 0.2 |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 0.2 |
|
Kahala Financial Advisors LLC
✚
|
HI | 0.2 |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
Avera Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Lester Financial Group LLC
✚
|
IL | 0.2 |