Overview
Assets Under Management: $81 million
High-Net-Worth Clients: 47
Average Client Assets: $1.1 million
Frequently Asked Questions
STERLING WEALTH MANAGEMENT, LLC 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 #114270), STERLING WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STERLING WEALTH MANAGEMENT, LLC serves 47 high-net-worth clients according to their SEC filing dated January 18, 2018. View client details ↓
According to their SEC Form ADV, STERLING WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STERLING WEALTH MANAGEMENT, LLC manages $81 million in client assets according to their SEC filing dated January 18, 2018.
According to their SEC Form ADV, STERLING WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.88%
Average Client Assets: $1.1 million
Total Client Accounts: 825
Discretionary Accounts: 825
Regulatory Filings
CRD Number: 114270
Filing ID: 1165452
Last Filing Date: 2018-01-18 17:20:00