STERLING WEALTH ADVISORS, INC.
CRD #124121 SEC #801-121920 PLANTATION, FL 954-771-1313
SEC Registered
Total AUM
$187.6M
Discretionary
$187.6M
Employees
7
Clients
51
Accounts
364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $187.6M | $187.6M | $0 | 7 | 0 |
| Sep 2025 | $187.6M | $187.6M | $0 | 7 | 0 |
| Jun 2025 | $187.6M | $187.6M | $0 | 7 | 0 |
| Mar 2025 | $187.6M | $187.6M | $0 | 7 | 0 |
| Mar 2024 | $164.4M | $164.4M | $0 | 7 | 0 |
| Sep 2023 | $136.4M | $136.4M | $0 | 7 | 0 |
| Mar 2023 | $136.4M | $136.4M | $0 | 7 | 0 |
| Mar 2022 | $149.9M | $149.9M | $0 | 7 | 1 |
| Oct 2021 | $136.1M | $136.1M | $0 | 6 | 0 |
| Oct 2021 | $136.1M | $136.1M | $0 | 6 | 0 |
| Aug 2021 | $136.1M | $136.1M | $0 | 6 | 0 |
| Jun 2021 | $136.1M | $136.1M | $0 | 6 | 0 |
| Jun 2021 | $136.1M | $136.1M | $0 | 6 | 0 |
DateSep 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees7
Clients1
DateOct 2021
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees6
Clients0