|
⚲
|
| Keyboard |
| Sturman Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 331560 |
| SEC # | 801-130657 |
| CIK # | |
| AUM | 116.4 M (2026-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 434-201-2255 |
| Address | 404 People Place Charlottesville, VA 22911 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 18.9 |
| (b) Individuals (high net worth individuals) | 40 | 97.5 |
| (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 | 282 | 116.4 |
| By Discretionary | ||
| Discretionary | 282 | 116.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 282 | 116.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 115.4 | |
| Total | 282 | 116.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (2 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tidwell Wealth Management LLC
✚
|
CA | 116.7 M |
|
Hayes Asset Management LLC
✚
|
NY | 116.6 M |
|
Dynamic Trading Management LLC
✚
|
NY | 116.6 M |
|
Integra Wealth LLC
✚
|
TN | 116.5 M |
|
Luna Capital Management LLC
✚
|
CA | 116.4 M |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 116.4 M |
|
Ebert Capital Management Inc
✚
|
CA | 116.3 M |
|
Greenskeeper Asset Management Inc
✚
|
116.3 M | |
|
First Light Wealth Advisors LLC
✚
|
NJ | 116.3 M |
|
Jaffe Asset Management LLC
✚
|
CA | 116.2 M |