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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Group Wealth Management LLC
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| CRD # | 111782 |
| SEC # | 801-77006 |
| CIK # | 0002011149, 0001852307 |
| AUM | $396.6 M (2025-03-31) |
| Employees | 8 (50% Investors, 38% Brokers) |
| Phone | 626-440-5995 |
| Address | 225 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011149 0001852307 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.7 | ||
| LPL Investment Holdings Inc | 2.2 | ||
| Amazon Com Inc | 1.6 | ||
| FS KKR Capital Corp | 1.3 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Universal Health Services Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Alphabet Inc | 0.6 | ||
| Avery Dennison Corporation | 0.5 | ||
| VISA Inc | 0.5 | ||
| Facebook Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 44.7 |
| (b) Individuals (high net worth individuals) | 147 | 351.2 |
| (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 | 0.6 |
| (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 | 808 | 396.6 |
| By Discretionary | ||
| Discretionary | 808 | 396.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 808 | 396.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.6 | |
| Total | 808 | 396.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001852307] | |
| 13F-HR | [0002011149] |
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|---|---|---|
|
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