STERLING WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- CHAMPAIGN, Illinois
- CRD number
- 131304
- Registered since
- April 26, 2018
- Website
- sterlingwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.71%
- Individuals7.01%
- Charitable Organizations6.64%
- Corporations / Businesses3.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sterling Wealth Management, Inc. is an independent, SEC-registered advisory firm that began registration in 2018 and is owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management across households, small businesses and institutional entities. Its service menu includes selecting outside managers on behalf of clients, and its billing mixes percentage-of-AUM with hourly and fixed-fee arrangements. Sterling does not self-identify as an active ESG investor and appears to operate under a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2SHARON ALLEN
CEO & Co-FounderCRD 4832427
Martin Allen
COO & Co-FounderCRD 6775309
Contacts
3 of 7DALY ANDERSSON
Wealth AdvisorCRD 5761631
David Sun
Associate Wealth AdvisorCRD 7772323
Pablo Jimenez Zamora
Associate Wealth AdvisorCRD 8049274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$318M in ETFs
32%
$103M
67%
$215M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $38.7M | 120,726 | 12.19% |
Location
CHAMPAIGN, IL
CHAMPAIGN
Location
CHAMPAIGN, IL
Headquartered in CHAMPAIGN, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- CHAMPAIGN
- Address
- 301 N Neil St
- Time zone
- CT (UTC-6)
- Office locations
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