# Sturman Wealth Advisors

> Sturman Wealth Advisors is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 331560
- Filed as: STURMAN WEALTH ADVISORS
- Legal name: Sturman Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlottesville, VA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331560
- AdvisorCensus page: https://advisorcensus.com/firm/sturman-wealth-advisors-charlottesville-va-331560

## Quick answers

**How is Sturman Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Sturman Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Sturman Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states); Subscription: $7,500 a quarter (ongoing financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sturman Wealth Advisors located?**
Sturman Wealth Advisors' principal office is in Charlottesville, VA, according to its Form ADV.

**Is Sturman Wealth Advisors registered with the SEC or a state?**
Sturman Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331560.

**How much does Sturman Wealth Advisors manage?**
Sturman Wealth Advisors reports $116,420,349 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Sturman Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Sturman Wealth Advisors: Regulatory assets under management: $0 in the October 2024 data and $116,420,349 in the October 2026 data. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sturman Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (40).

**Which custodians does Sturman Wealth Advisors use?**
Sturman Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sturman Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331560

**Does Sturman Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "Sturman Wealth generally does not impose a minimum relationship size."

**What changed in Sturman Wealth Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $97,665,969 to $116,420,349 (+19%). Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> Wealth management fees range up to 1.75% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Sturman Wealth generally does not impose a minimum relationship size.

- Subscription: $7,500 a quarter (ongoing financial planning services)

> Ongoing financial planning fees range up to $7,500 per quarter. Fees may be determined based on the nature and complexity of the services to

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $116,420,349
- Discretionary: $116,420,349
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $18,910,797 |
| High net worth individuals | 40 | $97,509,552 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MA, ME, NH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sturmanwealth.com
- Facebook @SturmanWealth
- LinkedIn @todd-sturman

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | September 11, 2024 |
| October 2025 | $97,665,969 | 1 | January 27, 2025 |
| October 2026 | $116,420,349 | 2 | February 26, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $116,420,349 in the October 2026 data.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $97,665,969 to $116,420,349 (+19%).
- Employees performing advisory functions went from 1 to 2.

### February 2026
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sturman Wealth Advisors (CRD 331560): Form ADV filing data as of October 2026.