RIA Intel›Advisers›Nevada›STERLING WEALTH MANAGEMENT LLC

STERLING WEALTH MANAGEMENT LLC

Advisory

LAS VEGAS, NV

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$3M

across 13 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

NEST EGG FINANCIAL ADVISORS, LLC

$37M

RUESOFF ASSET MANAGEMENT LLC

$38M

HATHERLEY CAPITAL MANAGEMENT, LLC

$39M

EQUITY ADVISORS, LLC

$36M

MARTIAL EAGLE FUND GP LLC

INCLINE VILLAGE, NV

$36M

+121.7% 1Y

KEYSTONE WEALTH ADVISORS, LLC

RENO, NV

$39M

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