Sturman Wealth Advisors

$116.4MAssets under management
as of Feb 2026 · SEC Form ADV
Charlottesville, VA
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Tech stack

No one at Sturman Wealth Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Sturman Wealth Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $57M held · filed Nov 2024
Proposal Generation/Sales Enablement