STERLING WEALTH ADVISORS, INC.

PLANTATION, Florida·1 registered advisor·CRD# 124121
SEC# 801-1219200954-771-1313
01

Firm Overview

AUM
$164M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STERLING WEALTH ADVISORS, INC.

1 registered advisor
Elizabeth Ann Barrett
PLANTATION, Florida
05

Office Locations

PLANTATION, Florida
1 advisor

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Data sourced from SEC Form ADV filings. STERLING WEALTH ADVISORS, INC. (CRD# 124121) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.