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| Sterling Group Wealth Management LLC
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|---|---|
| CRD # | 111782 |
| SEC # | 801-77006 |
| CIK # | 0002011149, 0001852307 |
| AUM | 471.3 M (2026-03-30) |
| Employees | 9 (56% Investors, 33% Brokers) |
| Phone | 626-440-5995 |
| Address | 225 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.7 | ||
| Microsoft Corp | 2.1 | ||
| LPL Investment Holdings Inc | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Alphabet Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Universal Health Services Inc | 0.9 | ||
| FS KKR Capital Corp | 0.8 | ||
| Nvidia Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 52.7 |
| (b) Individuals (high net worth individuals) | 149 | 418.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 876 | 471.3 |
| By Discretionary | ||
| Discretionary | 876 | 471.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 876 | 471.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 471.3 | |
| Total | 876 | 471.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001852307] | |
| 13F-HR | [0002011149] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Barnes Wealth Management Group Inc
✚
|
CA | 477.2 M |
|
Wimmer Associates I LLC
✚
|
CA | 475.9 M |
|
Cape Investment Advisory Inc
✚
|
GA | 473.7 M |
|
Lighthouse Financial Services Inc
✚
|
CA | 472.5 M |
|
Mason & Associates LLC
✚
|
VA | 471.4 M |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 471.3 M |
|
Sand Creek Capital LLC
✚
|
ID | 471.2 M |
|
Nova Financial LLC
✚
|
AZ | 469.4 M |
|
Alliance Private Wealth LLC
✚
|
MA | 466.2 M |
|
First Citizens Asset Management Inc
✚
|
NC | 465.1 M |