STERLING WEALTH ADVISORS LLC
CRD #269892 SEC #801-105478 RED BANK, NJ 212-402-2660
SEC Registered
Total AUM
$71.2M
Discretionary
$68.8M
Employees
3
Clients
--
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $71.2M | $68.8M | $2.4M | 3 | 1 |
| Jan 2019 | $71.2M | $68.8M | $2.4M | 3 | 1 |
| Apr 2018 | $76.8M | $70.7M | $6.1M | 3 | 1 |
| Feb 2018 | $76.8M | $70.7M | $6.1M | 3 | 1 |
| Sep 2017 | $45.5M | $42.5M | $3M | 3 | 26 |
| Mar 2017 | $45.5M | $42.5M | $3M | 3 | 26 |
| Aug 2016 | $33.9M | $33.1M | $820K | 3 | 11 |
| Mar 2016 | $33.9M | $33.1M | $820K | 3 | 11 |
| Nov 2015 | $33.8M | $33M | $834.5K | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2019
Total AUM$71.2M
Discretionary$68.8M
Non-Disc.$2.4M
Employees3
Clients1
DateJan 2019
Total AUM$71.2M
Discretionary$68.8M
Non-Disc.$2.4M
Employees3
Clients1
DateApr 2018
Total AUM$76.8M
Discretionary$70.7M
Non-Disc.$6.1M
Employees3
Clients1
DateFeb 2018
Total AUM$76.8M
Discretionary$70.7M
Non-Disc.$6.1M
Employees3
Clients1
DateSep 2017
Total AUM$45.5M
Discretionary$42.5M
Non-Disc.$3M
Employees3
Clients26
DateMar 2017
Total AUM$45.5M
Discretionary$42.5M
Non-Disc.$3M
Employees3
Clients26
DateAug 2016
Total AUM$33.9M
Discretionary$33.1M
Non-Disc.$820K
Employees3
Clients11
DateMar 2016
Total AUM$33.9M
Discretionary$33.1M
Non-Disc.$820K
Employees3
Clients11
DateNov 2015
Total AUM$33.8M
Discretionary$33M
Non-Disc.$834.5K
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0