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| Sterling Wealth Management Inc
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|---|---|
| CRD # | 131304 |
| SEC # | 801-112948 |
| CIK # | 0002011149, 0001852307 |
| AUM | 494.6 M (2026-03-26) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 217-398-1900 |
| Address | 301 N Neil Street, Suite 203 Champaign, IL 61820 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| 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) | 103 | 34.7 |
| (b) Individuals (high net worth individuals) | 131 | 409.1 |
| (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 | 3 | 32.9 |
| (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 | 3 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 737 | 494.6 |
| By Discretionary | ||
| Discretionary | 737 | 494.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 737 | 494.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.6 | |
| Total | 737 | 494.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001852307] | |
| 13F-HR | [0002011149] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Monarch Capital Management Inc
✚
|
IN | 495.7 M |
|
Klosters Capital LLC
✚
|
FL | 495.6 M |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 495.5 M |
|
Portfolio Advisory Council LLC
✚
|
TX | 494.9 M |
|
Greystone Financial Group LLC
✚
|
MI | 494.9 M |
|
JDH Wealth Management LLC
✚
|
CA | 494.9 M |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 494.6 M |
|
Balanced Wealth Group LLC
✚
|
OH | 494.1 M |
|
Busey Capital Management Inc
✚
|
IL | 493.8 M |
|
Allred Capital Management LLC
✚
|
TX | 493.4 M |