Investment adviser · CRD 164345

MARSHALL + STERLING WEALTH ADVISORS, INC.

Investment adviser filing (IA)

POUGHKEEPSIE, NY, United States · Form ADV filed May 12, 2026

Regulatory AUM
$1.59B
Form ADV · Item 5.F
Client accounts
1,536
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans95$1,168,673,32573.7%
Individuals700$191,684,89212.1%
High-net-worth individuals91$153,579,3229.7%
Corporations & businesses7$46,760,4462.9%
Insurance companies1$22,567,2851.4%
Charities8$2,952,7460.2%
Filing source

Form ADV 2105008 · May 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 12, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

278 MILL STREET, SUITE 301
POUGHKEEPSIE, NY, 12601, United States

CRD 164345

Filing source

Form ADV 2105008 · May 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.