RIA Intel›Advisers›Illinois›STERLING WEALTH MANAGEMENT, INC.

STERLING WEALTH MANAGEMENT, INC.

Advisory

N·CHAMPAIGN, IL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$495M
1-Year AUM Growth
+19.0%
3-Year CAGR
+11.9%
Employees
7
Assets Under Management
Total AUM$495M
Discretionary AUM$495M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients232
Team
Total Employees7
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record25
First FilingMar 16, 2010
Latest FilingMar 26, 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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