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Building 2STERLING WEALTH ADVISORS, INC.

Map pinPLANTATION, FL
Phone954-771-1313
NotebookSEC #801-121920
Total AUM
$223.5M
Employees
7
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8201 PETERS ROAD
SUITE 1000
PLANTATION
FL 33324
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
954-771-1313
Other Offices
2

ReceiptFinancials

Total AUM
$223.5M
Accounts
348
Discretionary
$223.5M
Accounts
348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$15M
HNW Individual Clients
50
AUM
$208.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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