CRD: 124121
Sterling Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-08-1998
- Office Locations
- 3
Office Locations
About Sterling Wealth Advisors, Inc.
Sterling Wealth Advisors, Inc. is a fee-only, fiduciary RIA based in Plantation, FL, led by CFP®/CKA® Elizabeth Barrett. The firm delivers holistic wealth management—tax, estate, and retirement planning alongside discretionary investment management—building diversified portfolios through asset allocation across mutual funds and ETFs. Barrett’s counseling psychology background adds a behavioral lens to client decision-making.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH ANN BARRETT
Chief Compliance Officer, Chief Executive Officer, President, Wealth Advisor
- CRD
- #2826888
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sterling Whitworth Barrett
--
- CRD
- #8099388
Leah Renee Jenkins
--
- CRD
- #7417883
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,541,508 | $642,361 |
| Non-Discretionary | $0 | -- |
| Total | $223,541,508 | $642,361 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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