RIA Intel›Advisers›California›STERLING GROUP WEALTH MANAGEMENT, LLC

STERLING GROUP WEALTH MANAGEMENT, LLC

Advisory

N·PASADENA, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$471M
1-Year AUM Growth
+15.7%
3-Year CAGR
+8.9%
Employees
5
Assets Under Management
Total AUM$471M
Discretionary AUM$471M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients270
Team
Total Employees5
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record35
First FilingJul 31, 2012
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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