Sturman Wealth Advisors
SEC RegisteredYOUR STORY INSPIRES US.
About the firm
Sturman Wealth Advisors works with clients by first understanding their financial life, then helping identify trade-offs, turning planning into action, and monitoring progress through regular collaboration.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning and advisory services including financial planning, investment management, and ongoing progress monitoring through regular client meetings.
Who they serve
Individuals and families including those approaching retirement, inheritors of wealth, retirees, and small business owners in earlier stages of their careers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $19M |
| High Net Worth Individuals | 40 | $98M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sturman Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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