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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER & CFO | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER | C | Control |
| MANGONE, DAVID, GERALD | I | MANAGING MEMBER | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER & CEO | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER | C | Control |
| STERLING, CLIFFORD, AUGUST | I | MANAGING MEMBER | C | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | C | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | C | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | C | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | C | Control |
| STERLING, LEE, M. | I | MEMBER & CCO | B | Control |
| STERLING, LEE, M. | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
| STERLING, LEE, MICHAEL | I | MEMBER & CCO | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STERLING, LEE, M. | I | STERLING WEALTH ADVISORS | F | Control |
Registrations
Federal
IA
Mar 5, 2019 REGISTERED
Notice Filings (3)
FL NJ NY
Address
2 BRIDGE AVESUITE 622
RED BANK, NJ 07701
United States
Phone: 212-402-2660