Charlottesville, VA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sturman Wealth Advisors
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About
Sturman Wealth Advisors provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm offers discretionary investment management, retirement account advice, and participant account management for held‑away defined contribution plan participant accounts.
Portfolios are constructed primarily with low‑cost, diversified mutual funds and ETFs, with individual stocks or bonds used when appropriate, and investment decisions are informed by fundamental analysis and a generally long‑term orientation. Sturman Wealth serves as a fiduciary, manages client assets on a discretionary basis, and may implement client strategies through unaffiliated Independent Managers while performing ongoing oversight.
Compared with many peers, the firm’s service set includes active management of held‑away participant accounts using a third‑party platform and an institutional relationship with the Altruist platform to support account access and reporting. The two‑advisor team is led by a CFP and AIF designee and includes an Operations Manager who is both a CFP and an Enrolled Agent and who operates a separate bookkeeping business for online content creators, an additional business activity disclosed in the brochure.
Based on Sturman Wealth Advisors
Location
404 People Place, Suite 404
Charlottesville VA 22911
Advisors at this office
1
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