STERLING WEALTH ADVISORS, INC.
Firm details
- Headquarters
- PLANTATION, Florida
- CRD number
- 124121
- Registered since
- July 29, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.3%
- Individuals6.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Wealth Advisors, Inc. is an independent, individually owned registered investment adviser that provides financial planning and portfolio management to individuals and small businesses. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed fees, and it is not structured as a capital allocator. Sterling does not market itself as an ESG-focused adviser and is not registered as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Other8%
- Cash & Cash Equivalents2%
Contacts
3 of 3Leah Jenkins
ParaplannerCRD 7417883
Sterling Barrett
InternCRD 8099388
ELIZABETH BARRETT
President & Lead AdvisorCRD 2826888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$175M in ETFs
7%
$12.5M
91%
$163M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $53.7M | 1,093,723 | 30.61% |
Location
PLANTATION, FL
BROWARD
Location
PLANTATION, FL
Headquartered in PLANTATION, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 8201 Peters Rd
- Time zone
- ET (UTC-5)
- Office locations
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