$116.4M Total AUM
$116.4M Disc. AUM
-- 3Y CAGR
2 Employees
92 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2024
- Office Locations
- 1
Office Locations
404 People Place Suite 404 Charlottesville VA
About Sturman Wealth Advisors
Sturman Wealth Advisors is a Charlottesville, VA firm providing financial planning and ongoing investment management. It uses a structured Discover Plan Act Assess process and works with individuals and families, including entrepreneurs and retirees. Portfolios are implemented primarily with ETFs and public funds, with some fixed income exposure. Clients can access accounts via Altruist and LPL Financial portals.
Team overview
29 AVG AGE
$58.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
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Investment Themes
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Technology
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Owner & Executives
TODD ANTHONY STURMAN
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #2974713
- Ownership
- 75% or more
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Howard Jay Cranford
--
- CRD
- #6398850
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,420,349 | $412,838 |
| Non-Discretionary | $0 | -- |
| Total | $116,420,349 | $412,838 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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