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THE STERLING GROUP
STERLING GROUP WEALTH MANAGEMENT, LLC
CRD 111782 · SEC 801-77006
225 S. LAKE AVENUE, SUITE 1075, PASADENA, CA, 91101, United States
Phone
626-440-5995
Fax
626-440-5998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$471.3M
Discretionary AUM
$471.3M
Team
9 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $52.7M |
| High net worth individuals | 149 | $418.6M |
States served
CA, GA, OR, TN, VA, WA
All web addresses on file
Official SEC filing: View on IAPD