Overview
Assets Under Management: $361 million
Headquarters: CHAMPAIGN, IL
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Frequently Asked Questions
STERLING WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131304), STERLING WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STERLING WEALTH MANAGEMENT, INC. is headquartered in CHAMPAIGN, IL.
STERLING WEALTH MANAGEMENT, INC. serves 116 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, STERLING WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STERLING WEALTH MANAGEMENT, INC. manages $361 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, STERLING WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 131304
Last Filing Date: 2024-03-13 00:00:00
Website: https://sterlingwealthmanagement.com