Feedback
Share
Link
Link copied!
Fund Codex
Sterling Wealth Management, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Sterling Wealth Management, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
, nan
$96.5 million AUM
1 office

Sterling Wealth Management, LLC is based in , nan and has $96.5 million in assets under management.

Location

, nan
$96.5 million
AUM
2
Employees
AUM Share
Link
Link copied!
Back to Top
$96,511,972
Assets under management
734 clients
Number of clients
Average investment size is $131,488
2% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 154 $23,535,659 24% $152,829
High net worth individuals 49 $58,878,839 61% $1,201,609
Pension and profit sharing plans 32 $10,848,739 11% $339,023
Charitable organizations Fewer than 5 clients $166,231
Other corporations or businesses 5 $3,082,504 3% $616,501
Employees Share
Link
Link copied!
Back to Top
2
Employees
1
Investment analysts
50% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$96,511,972
Assets under management
$48,255,986
AUM per employee
$96,511,972
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Sterling Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Consulting fees
Services offered

Sterling Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Consulting to other investment advisers
Firm data Share
Link
Link copied!
CRD number 114,270
SEC number 801-76570
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date May 27, 2020

More Funds

See all...
Vine Investment Advisors, LP
Fund: $1,375,600,000
Westsummit Capital Management L.P.
Fund: Under $1 billion
Ifg Advisors, LLC
Fund: $260,000,000
Big Ventures Management Company, LLC
Fund: Under $1 billion
Logos Global Management, L.P.
Fund: $434,549,126
Asta Investment Advisors
Fund: Under $1 billion
Amerra Capital Management, LLC
Fund: $1,870,869,840
Pittenger & Anderson Inc
Fund: $1,802,297,029

All of Fund Codex

See all...

Similar Funds to Sterling Wealth Management, LLC

See all...