STURMAN WEALTH ADVISORS

Overview

Sturman Wealth Advisors is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It charges both a percentage of assets under management and fixed fees. Since registering with the SEC in 2024, the firm has shown a clear preference for equity‑centric portfolios, using exchange‑traded equities as its primary building block while retaining the flexibility to bring in outside managers and alternative strategies where appropriate. Sturman Wealth Advisors does not identify as an active ESG investor and focuses its allocation decisions on liquid, tradable instruments and select external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices