# Sturman Wealth Advisors

Sturman Wealth Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** sturmanwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/todd-sturman

## Regulatory record

- **CRD number:** 331560
- **SEC file number:** 801-130657
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331560

## About

STURMAN WEALTH ADVISORS is an SEC-registered investment adviser in CHARLOTTESVILLE, VA, registered since 2024. The firm manages approximately $116 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## People

- Steven Sturman — Principal

## Questions

### Who makes the investment decisions at Sturman Wealth Advisors?

Steven Sturman serves as the principal and lead advisor, responsible for portfolio construction and client strategy. As a small independent practice, investment decisions are centralized, ensuring all client portfolios align with the same core research and economic outlook. This structure avoids the committee-driven delays of larger firms while maintaining fiduciary consistency.

### How is the retirement plan advisory business structured relative to the private wealth business?

Both functions operate under the same RIA umbrella, with Steven Sturman acting as the fiduciary advisor for corporate retirement plans. For plan sponsors, the firm serves as an ERISA 3(21) or 3(38) advisor, assisting in fund selection and monitoring. This institutional service line runs parallel to individual financial planning, though the internal investment philosophy and research apply across both.

## Related profiles

- [Studio Alpha Capital Management](https://altss.com/profile/studio-alpha-capital-management-llc)
- [STYBR & ASSOCIATES](https://altss.com/profile/stybr-and-associates)

---

Last updated: 2026-06-03T20:00:00.000Z

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology