Sterling Group Wealth Management, LLC
● SEC registered since 2012CRD 111782SEC# 801-77006Pasadena, CA
Reg. AUM
$471.3M
Employees
9
Accounts
876
Location
Pasadena, CA
Sterling Group Wealth Management, LLC assets under management
Sterling Group Wealth Management, LLC operates as an SEC-registered investment adviser based in Pasadena, CA. The firm has been registered since 2012. It reports $471.3 million in regulatory assets under management and employs 9 people.
Sterling Group Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Hunt Salembier Control | Managing Member & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Sterling Group Wealth Management, LLC manage?
Sterling Group Wealth Management, LLC reports $471.3 million in regulatory assets under management on its Form ADV.
How many employees does Sterling Group Wealth Management, LLC have?
Sterling Group Wealth Management, LLC reports 9 employees.
Where is Sterling Group Wealth Management, LLC located?
Sterling Group Wealth Management, LLC is based in Pasadena, CA and has been SEC-registered since 2012.
Does Sterling Group Wealth Management, LLC disclose fund performance?
Sterling Group Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101 |
| Phone | 626-440-5995 |
| Fax | 626-440-5998 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1852307 |
| Discloses disciplinary history | No |
Regulatory AUM
$471.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$471.3Mregulatory AUM
Discretionary $471.3M