# Sterling Wealth Advisors

Sterling Wealth Advisors is a Bank / Wealth / Trust based in Plantation, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plantation, United States
- **Region:** North America
- **Address:** Plantation, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** sterlingwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/sterling-wealth-advisors-inc

## Regulatory record

- **CRD number:** 164345
- **SEC file number:** 801-121920
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164345

## About

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.

## 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.

## Related profiles

- [Sterling Pacific Capital](https://altss.com/profile/sterling-pacific-capital)
- [Sterling Wealth Management](https://altss.com/profile/sterling-wealth-management)

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Last updated: 2026-07-08T22:28:41.125Z

Canonical page: https://altss.com/profile/sterling-wealth-advisors

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