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Sterling Wealth Management, Inc.

● SEC registered since 2018CRD 131304SEC# 801-112948Champaign, IL
Export (members)
Reg. AUM
$429.1M
Employees
10
Accounts
724
Location
Champaign, IL

Sterling Wealth Management, Inc. assets under management

Sterling Wealth Management, Inc. is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2018. It reports $429.1 million in regulatory assets under management and employs 10 people.
www.instagram.com/sterling_wealthView on SEC.gov ↗

Sterling Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Martin P. AllenChief Operating Officer, Executive Vice PresidentUnder 5%2004
Sharon Christine Allen ControlChief Executive Officer, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Sterling Wealth Management, Inc. manage?

Sterling Wealth Management, Inc. reports $429.1 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Wealth Management, Inc. have?

Sterling Wealth Management, Inc. reports 10 employees.

Where is Sterling Wealth Management, Inc. located?

Sterling Wealth Management, Inc. is based in Champaign, IL and has been SEC-registered since 2018.

Does Sterling Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address301 N. Neil Street, Suite 203, Champaign, IL 61820
Phone217-398-1900
Fax217-398-1911
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$429.1M
Non-discretionary$0
Total (RAUM)$429.1M