STS WEALTH MANAGEMENT, INC.

STS WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 164497). Regulatory assets under management: $19.4M.

Registration

• CRD: 164497
• Type: Registered investment adviser
• Phone: (310) 780-4869
• Latest filing: 2026-02-03
• Regulatory AUM: $19.4M
• Discretionary AUM: $19.4M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164497 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search