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STERLING WEALTH ADVISORS, INC.

PLANTATION, FL · CRD 124121 · IAPD ↗ · sterlingwealthadvisors.com · 954-771-1313

$223.5MRegulatory AUM
1Advisory reps
7Employees
1Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
July 2025 — STERLING WEALTH ADVISORS, INC. notice-filed in NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — STERLING WEALTH ADVISORS, INC. added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.