Overview
Assets Under Management: $116 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 40
Average Client Assets: $2.4 million
Frequently Asked Questions
STURMAN WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331560), STURMAN WEALTH ADVISORS is subject to fiduciary duty under federal law.
STURMAN WEALTH ADVISORS is headquartered in CHARLOTTESVILLE, VA.
STURMAN WEALTH ADVISORS serves 40 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, STURMAN WEALTH ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STURMAN WEALTH ADVISORS manages $116 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, STURMAN WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.76%
Average Client Assets: $2.4 million
Total Client Accounts: 282
Discretionary Accounts: 282
Regulatory Filings
CRD Number: 331560
Filing ID: 2050289
Last Filing Date: 2026-02-26 16:19:58