Sterling Investment Management, LLC
Sterling Investment Management, LLC is an SEC-registered wealth manager in Tucson, AZ with $409.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Sterling Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112923, SEC 801-50373, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $409.2M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Tucson, AZ
- Employees
- 8
- Clients
- 151
- CRD
- 112923
- Ownership
- MERCEA, CORNELIUS; PAYNE, JOHN, HARMAN; SMITH, CRANDALL, LEGRANDE; BOWER, THOMAS, R; KELLY, CRYSTAL, PORTILLO
How much AUM does Sterling Investment Management, LLC have?
Sterling Investment Management, LLC reported $409.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Sterling Investment Management, LLC?
Disclosed owners and executives of Sterling Investment Management, LLC include MERCEA, CORNELIUS, PAYNE, JOHN, HARMAN, SMITH, CRANDALL, LEGRANDE, BOWER, THOMAS, R, KELLY, CRYSTAL, PORTILLO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.