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STURMAN WEALTH ADVISORS
STURMAN WEALTH ADVISORS, LLC
CRD 331560 · SEC 801-130657
404 PEOPLE PLACE, SUITE 404, CHARLOTTESVILLE, VA, 22911, United States
Phone
(434) 201-2255
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.4M
Discretionary AUM
$116.4M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $18.9M |
| High net worth individuals | 40 | $97.5M |
States served
LA, ME, MA, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD