PPrivate Fund Data Log in Join · $37/mo

Sterling Group Wealth Management, LLC

● SEC registered since 2012CRD 111782SEC# 801-77006Pasadena, CA
Export (members)
Reg. AUM
$396.6M
Employees
8
Accounts
808
Location
Pasadena, CA

Sterling Group Wealth Management, LLC assets under management

Sterling Group Wealth Management, LLC operates as an SEC-registered investment adviser based in Pasadena, CA. The firm has been registered since 2012. It reports $396.6 million in regulatory assets under management and employs 8 people.
www.tsgadvisor.comView on SEC.gov ↗

Sterling Group Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Charles Hunt Salembier ControlManaging Member & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Sterling Group Wealth Management, LLC manage?

Sterling Group Wealth Management, LLC reports $396.6 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Group Wealth Management, LLC have?

Sterling Group Wealth Management, LLC reports 8 employees.

Where is Sterling Group Wealth Management, LLC located?

Sterling Group Wealth Management, LLC is based in Pasadena, CA and has been SEC-registered since 2012.

Does Sterling Group Wealth Management, LLC disclose fund performance?

Sterling Group Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101
Phone626-440-5995
Fax626-440-5998
Office hours8:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1852307
Discloses disciplinary historyNo

Assets under management

Discretionary$396.6M
Non-discretionary$0
Total (RAUM)$396.6M