STERLING WEALTH ADVISORS, INC.

STERLING WEALTH ADVISORS, INC. of PLANTATION, FL is an SEC-registered investment adviser (CRD 124121). Regulatory assets under management: $223.5M.

Registration

• CRD: 124121
• SEC file number: 801-121920
• Type: Registered investment adviser
• Location: 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324
• Phone: 954-771-1313
• Latest filing: 2026-04-01
• Regulatory AUM: $223.5M
• Discretionary AUM: $223.5M
• Clients: 7
• Accounts: 348

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search