Marshall & Sterling Wealth Advisors

Marshall & Sterling Wealth Advisors was established in 2012. It functions as a US wealth manager and registered investment advisor. The firm provides financial...

Marshall & Sterling Wealth Advisors

Marshall & Sterling Wealth Advisors was established in 2012. It functions as a US wealth manager and registered investment advisor. The firm provides financial planning, pension consulting, and investment management. It serves individuals, high-net-worth individuals, and business entities. No asset-class allocations, portfolio holdings, or geographic deployment details appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm shows no documented structural features such as co-investment programs, fund vehicles, or succession arrangements beyond standard RIA registration.

Website

ms-wealth.com

linkedin.com/company/marshallsterling

General information

Firm type

Bank / Wealth / Trust

Year founded

2013

AUM

321 (Altss estimate)

Location

Region

North America

Country

United States

City

Poughkeepsie

Corporate office

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Who runs investment decisions at Marshall & Sterling Wealth Advisors?

No named principals or investment leads are disclosed in public records or the firm website.

Does Marshall & Sterling Wealth Advisors participate in fund commitments or direct deals?

Available information shows only standard wealth management services with no mention of fund commitments or direct investments.

What is the AUM of Marshall & Sterling Wealth Advisors?

The firm reports $321 million in assets under management per the Altss research record.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.