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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Wealth Management Inc
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| CRD # | 131304 |
| SEC # | 801-112948 |
| CIK # | 0002011149, 0001852307 |
| AUM | $429.1 M (2025-03-26) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 217-398-1900 |
| Address | 301 N Neil Street, Suite 203 Champaign, IL 61820 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011149 0001852307 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.7 | ||
| LPL Investment Holdings Inc | 2.2 | ||
| Amazon Com Inc | 1.6 | ||
| FS KKR Capital Corp | 1.3 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Universal Health Services Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Alphabet Inc | 0.6 | ||
| Avery Dennison Corporation | 0.5 | ||
| VISA Inc | 0.5 | ||
| Facebook Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 34.1 |
| (b) Individuals (high net worth individuals) | 116 | 360.4 |
| (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 | 5 | 29.0 |
| (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 | 2 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 724 | 429.1 |
| By Discretionary | ||
| Discretionary | 724 | 429.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 724 | 429.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.1 | |
| Total | 724 | 429.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001852307] | |
| 13F-HR | [0002011149] |
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OR | 0.4 |
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Acorn Wealth Advisors LLC
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van Strum & Towne Inc
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CA | 0.4 |
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Delta Financial Advisors LLC
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The Menard Financial Group LLC
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TX | 0.4 |
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Beta Wealth Group Inc
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CA | 0.4 |
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Madison Advisory Services Inc
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NY | 0.4 |
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Maryland Capital Advisors Inc
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MD | 0.4 |