Stirling Wealth Advisors LLC (Blairstown)

Name: Stirling Wealth Advisors LLC
Address: 8 Quail Court, Blairstown, NJ, 07825
Telephone: 908-362-7709

Stirling Wealth Advisors LLC is a large advisory firm based in Blairstown. It manages $113.94 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of New Hampshire and New Jersey.

Stirling Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stirling Wealth Advisors: assets under management

The assets under management (AUM) of Stirling Wealth Advisors LLC is $113.94 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.15 million in discretionary accounts and $109.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $789.91 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 32% of the total AUM. The second-largest asset type is state and local bonds, which make up 30% of the firm’s portfolio. Investments in exchange traded securities form 24% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stirling Wealth Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stirling Wealth Advisors serves?

The only and largest group of clients of Stirling Wealth Advisors is high net worth individuals with 20 clients and $111.4 million of assets under management. Among the 8 most similar advisory firms, Stirling Wealth Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $111.4 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stirling Wealth Advisors doesn't advise any private funds.

Careers at Stirling Wealth Advisors LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Blairstown

The principal office where Stirling Wealth Advisors LLC performs its advisory services is located at 8 Quail Court, Blairstown, NJ 07825 The mailing address of the firm is Po Box 426, Blairstown, NJ 07825. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-362-7709. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at stirlingwa.com/.