Sterling Wealth Management, Inc.
● SEC registered since 2018CRD 131304SEC# 801-112948Champaign, IL
Reg. AUM
$494.6M
Employees
7
Accounts
737
Location
Champaign, IL
Sterling Wealth Management, Inc. assets under management
Sterling Wealth Management, Inc. is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2018. It reports $494.6 million in regulatory assets under management and employs 7 people.
Sterling Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin P. Allen | Chief Operating Officer, Executive Vice President | Under 5% | 2004 |
| Sharon Christine Allen Control | Chief Executive Officer, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Sterling Wealth Management, Inc. manage?
Sterling Wealth Management, Inc. reports $494.6 million in regulatory assets under management on its Form ADV.
How many employees does Sterling Wealth Management, Inc. have?
Sterling Wealth Management, Inc. reports 7 employees.
Where is Sterling Wealth Management, Inc. located?
Sterling Wealth Management, Inc. is based in Champaign, IL and has been SEC-registered since 2018.
Does Sterling Wealth Management, Inc. disclose fund performance?
Sterling Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 N. Neil Street, Suite 203, Champaign, IL 61820 |
| Phone | 217-398-1900 |
| Fax | 217-398-1911 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$494.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$494.6Mregulatory AUM
Discretionary $494.6M