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STS WEALTH MANAGEMENT, INC.

CRD 164497

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$19.4M

Discretionary AUM

$19.4M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-03

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals4$878K
High net worth individuals40$17.3M
Pension/profit sharing plans1$1.3M

Official SEC filing: View on IAPD