Sterling Wealth Management, Inc.
Sterling Wealth Management, Inc. is an SEC-registered wealth manager in Champaign, IL with $494.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sterling Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131304, SEC 801-112948, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $494.6M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Champaign, IL
- Employees
- 7
- Clients
- 240
- CRD
- 131304
- Ownership
- ALLEN, SHARON, CHRISTINE; Allen, Martin, P.; ALLEN, SHARON, C
How much AUM does Sterling Wealth Management, Inc. have?
Sterling Wealth Management, Inc. reported $494.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Sterling Wealth Management, Inc.?
Disclosed owners and executives of Sterling Wealth Management, Inc. include ALLEN, SHARON, CHRISTINE, Allen, Martin, P., ALLEN, SHARON, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.