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Owner and Chief Compliance Officer · Sturman Wealth Advisors

Todd A. Sturman

CRD 2974713 · Named on Form ADV at one SEC-registered adviser

At a glance

Sturman Wealth Advisors, an SEC-registered wealth manager based in Charlottesville, VA with $116 million in regulatory assets, lists Todd A. Sturman on its Form ADV as Owner and Chief Compliance Officer, a control person.

Firms and roles

  • Sturman Wealth AdvisorsOwner and Chief Compliance OfficerWealth manager · Charlottesville, VA · $116M in regulatory assets

AtlasMembers

Todd’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.