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STERLING WEALTH ADVISORS, INC.
CRD 124121 · SEC 801-121920
8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324, United States
Phone
954-771-1313
Fax
954-417-3629
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.5M
Discretionary AUM
$223.5M
Team
7 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $15.0M |
| High net worth individuals | 50 | $208.6M |
States served
NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD