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, corporation-structured RIA that registered with the SEC in 2018. The firm is owned by an individual and markets itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business and institutional clients, and the selection of third‑party advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$305M in ETFs
37%
$112M
63%
$194M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $45.2M | 120,830 | 14.81% |
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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