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 RIA (registered in 2018) owned by an individual and positioned as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and manager selection services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Sterling does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.
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 2
Sharon Allen
CEO & Co-FounderCRD 4832427
Martin Allen
COO & Co-FounderCRD 6775309
Contacts
3 of 6
Daly Andersson
Wealth AdvisorCRD 5761631
Pablo Jimenez Zamora
Associate Wealth AdvisorCRD 8049274
Raymon Brown
Investment Advisory RepresentativeCRD 2403010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$348M in ETFs
33%
$114M
67%
$235M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $44.3M | 119,686 | 12.72% |
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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