This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$224MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$224M

Private client RAUM

$224MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$74.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

1

Offices

2Schedule D 1.F, beyond the principal office

Accounts

348

Individual clients

30

High net worth clients

50

Custody, client assets

$112M

SEC number

801-121920

CIK

1943937

CRD

124121

Filings on the tape

13

First filed

Jun 29, 2021

Latest filed

Apr 1, 2026

Organised

Corporation, FL

Website

sterlingwealthadvisors.com

• Occurred

  Jun 29, 2021
  First Form ADV filing

  Sterling Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e311a6d7-3a64-e14c-00df-7aad842c4272

First observed

Jun 29, 2021

Last observed

Apr 1, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.