1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STURMAN WEALTH ADVISORS

Map pinCHARLOTTESVILLE, VA
Phone(434) 201-2255
NotebookSEC #801-130657
Total AUM
$116.4M
Employees
2
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 PEOPLE PLACE
SUITE 404
CHARLOTTESVILLE
VA 22911
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(434) 201-2255
Other Offices
1

ReceiptFinancials

Total AUM
$116.4M
Accounts
282
Discretionary
$116.4M
Accounts
282
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
51
AUM
$18.9M
HNW Individual Clients
40
AUM
$97.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMAMENHTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account