CHARLOTTESVILLE, VACRD 331560Latest ADV February 26, 2026
Sturman Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated February 26, 2026, reports $116M in regulatory assets under management, 2 employees, 1 office, and 282 accounts.
Assets Under Management
$116M
Employees
2
Offices
1 office
Total Clients
91
Primary office
CHARLOTTESVILLE, VA
404 PEOPLE PLACE, SUITE 404, CHARLOTTESVILLE, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
51
2
HNWI
44.0%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of February 26, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$116M
Total Accounts282
10Y AUM Change+$116M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee46:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.