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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, ELIZABETH, ANN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (4)
FL NC TN TX
Address
8201 PETERS ROADSUITE 1000
PLANTATION, FL 33324
United States
Phone: 954-771-1313