Updated:
Sterling Wealth Advisors
Sterling Wealth Advisors is an SEC-registered investment adviser in Plantation, FL, registered since 2021. The firm manages approximately $224 million in...
Overview
Sterling Wealth Advisors is an SEC-registered investment adviser in Plantation, FL, registered since 2021. The firm manages approximately $224 million in assets. It has 15 employees and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Plantation
Corporate office
Plantation, FL, United States
Frequently asked questions
Does Sterling Wealth Advisors focus on direct investing or public markets?
The firm's investment approach is centered on publicly traded securities — individual equities, bonds, mutual funds, and ETFs. There is no public indication that Sterling commits client capital to direct private equity, venture capital, or real asset co-investments. This positions the firm as a liquid-portfolio steward rather than an alternatives-focused allocator.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: