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STERLING WEALTH MANAGEMENT, INC.
CRD 131304 · SEC 801-112948
301 N. NEIL STREET, SUITE 203, CHAMPAIGN, IL, 61820, United States
Phone
217-398-1900
Fax
217-398-1911
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$494.6M
Discretionary AUM
$494.6M
Team
7 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $34.7M |
| High net worth individuals | 131 | $409.1M |
| Charitable organizations | 3 | $32.9M |
| Corporations/business entities | 3 | $18.0M |
States served
CA, CO, IL, MI, TX
All web addresses on file
Official SEC filing: View on IAPD