MARSHALL & STERLING WEALTH ADVISORS, INC.
CRD #164345 SEC #801-78688 POUGHKEEPSIE, NY 845-554-1046
SEC Registered
Total AUM
$995.8M
Discretionary
$375.7M
Employees
13
Clients
10
Accounts
1,598
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $995.8M | $375.7M | $620.2M | 13 | 7 |
| Apr 2025 | $995.8M | $375.7M | $620.2M | 13 | 7 |
| Apr 2025 | $995.8M | $375.7M | $620.2M | 13 | 7 |
| Apr 2025 | $995.8M | $375.7M | $620.2M | 13 | 7 |
| Mar 2025 | $995.8M | $375.7M | $620.2M | 13 | 7 |
| Jan 2025 | $663.9M | $320.9M | $343M | 13 | 7 |
| Oct 2024 | $663.9M | $320.9M | $343M | 13 | 7 |
| Aug 2024 | $663.9M | $320.9M | $343M | 13 | 7 |
| Jul 2024 | $663.9M | $320.9M | $343M | 13 | 7 |
| Mar 2024 | $663.9M | $320.9M | $343M | 13 | 7 |
| Dec 2023 | $422.5M | $258.7M | $163.8M | 14 | 7 |
| Jul 2023 | $422.5M | $258.7M | $163.8M | 14 | 7 |
| Mar 2023 | $422.5M | $258.7M | $163.8M | 14 | 7 |
| Nov 2022 | $423.6M | $233.4M | $190.2M | 11 | 7 |
| Apr 2022 | $423.6M | $233.4M | $190.2M | 11 | 7 |
| Mar 2022 | $423.6M | $233.4M | $190.2M | 11 | 7 |
| Mar 2022 | $423.6M | $233.4M | $190.2M | 11 | 7 |
| Sep 2021 | $340.3M | $183.1M | $157.2M | 11 | 7 |
| Apr 2021 | $340.3M | $183.1M | $157.2M | 11 | 7 |
| Mar 2021 | $340.3M | $183.1M | $157.2M | 11 | 7 |
| Jun 2020 | $153.9M | $153.9M | $0 | 11 | 7 |
| Mar 2020 | $153.9M | $153.9M | $0 | 11 | 7 |
| Oct 2019 | $95.1M | $95.1M | $0 | 11 | 7 |
| Mar 2019 | $95.1M | $95.1M | $0 | 11 | 7 |
| Sep 2018 | $94M | $94M | $0 | 12 | 32 |
| May 2018 | $94M | $94M | $0 | 12 | 32 |
| Mar 2018 | $94M | $94M | $0 | 12 | 32 |
| Mar 2017 | $97M | $61.1M | $35.9M | 9 | 300 |
| Dec 2016 | $61.6M | $45.9M | $15.7M | 9 | 300 |
| Mar 2016 | $61.6M | $45.9M | $15.7M | 9 | 300 |
| Jan 2016 | $45M | $35M | $10M | 7 | 200 |
| Apr 2015 | $45M | $35M | $10M | 7 | 200 |
| Jul 2014 | $30.1M | $26.7M | $3.3M | 6 | 100 |
| Mar 2014 | $30.1M | $26.7M | $3.3M | 6 | 100 |
| Oct 2013 | $25.4M | $23.2M | $2.2M | 5 | 26 |
DateApr 2025
Total AUM$995.8M
Discretionary$375.7M
Non-Disc.$620.2M
Employees13
Clients7
DateApr 2025
Total AUM$995.8M
Discretionary$375.7M
Non-Disc.$620.2M
Employees13
Clients7
DateApr 2025
Total AUM$995.8M
Discretionary$375.7M
Non-Disc.$620.2M
Employees13
Clients7
DateApr 2025
Total AUM$995.8M
Discretionary$375.7M
Non-Disc.$620.2M
Employees13
Clients7
DateMar 2025
Total AUM$995.8M
Discretionary$375.7M
Non-Disc.$620.2M
Employees13
Clients7
DateJan 2025
Total AUM$663.9M
Discretionary$320.9M
Non-Disc.$343M
Employees13
Clients7
DateOct 2024
Total AUM$663.9M
Discretionary$320.9M
Non-Disc.$343M
Employees13
Clients7
DateAug 2024
Total AUM$663.9M
Discretionary$320.9M
Non-Disc.$343M
Employees13
Clients7
DateJul 2024
Total AUM$663.9M
Discretionary$320.9M
Non-Disc.$343M
Employees13
Clients7
DateMar 2024
Total AUM$663.9M
Discretionary$320.9M
Non-Disc.$343M
Employees13
Clients7
DateDec 2023
Total AUM$422.5M
Discretionary$258.7M
Non-Disc.$163.8M
Employees14
Clients7
DateJul 2023
Total AUM$422.5M
Discretionary$258.7M
Non-Disc.$163.8M
Employees14
Clients7
DateMar 2023
Total AUM$422.5M
Discretionary$258.7M
Non-Disc.$163.8M
Employees14
Clients7
DateNov 2022
Total AUM$423.6M
Discretionary$233.4M
Non-Disc.$190.2M
Employees11
Clients7
DateApr 2022
Total AUM$423.6M
Discretionary$233.4M
Non-Disc.$190.2M
Employees11
Clients7
DateMar 2022
Total AUM$423.6M
Discretionary$233.4M
Non-Disc.$190.2M
Employees11
Clients7
DateMar 2022
Total AUM$423.6M
Discretionary$233.4M
Non-Disc.$190.2M
Employees11
Clients7
DateSep 2021
Total AUM$340.3M
Discretionary$183.1M
Non-Disc.$157.2M
Employees11
Clients7
DateApr 2021
Total AUM$340.3M
Discretionary$183.1M
Non-Disc.$157.2M
Employees11
Clients7
DateMar 2021
Total AUM$340.3M
Discretionary$183.1M
Non-Disc.$157.2M
Employees11
Clients7
DateJun 2020
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees11
Clients7
DateMar 2020
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees11
Clients7
DateOct 2019
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees11
Clients7
DateMar 2019
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees11
Clients7
DateSep 2018
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees12
Clients32
DateMay 2018
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees12
Clients32
DateMar 2018
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees12
Clients32
DateMar 2017
Total AUM$97M
Discretionary$61.1M
Non-Disc.$35.9M
Employees9
Clients300
DateDec 2016
Total AUM$61.6M
Discretionary$45.9M
Non-Disc.$15.7M
Employees9
Clients300
DateMar 2016
Total AUM$61.6M
Discretionary$45.9M
Non-Disc.$15.7M
Employees9
Clients300
DateJan 2016
Total AUM$45M
Discretionary$35M
Non-Disc.$10M
Employees7
Clients200
DateApr 2015
Total AUM$45M
Discretionary$35M
Non-Disc.$10M
Employees7
Clients200
DateJul 2014
Total AUM$30.1M
Discretionary$26.7M
Non-Disc.$3.3M
Employees6
Clients100
DateMar 2014
Total AUM$30.1M
Discretionary$26.7M
Non-Disc.$3.3M
Employees6
Clients100
DateOct 2013
Total AUM$25.4M
Discretionary$23.2M
Non-Disc.$2.2M
Employees5
Clients26