Sterling Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,931,636
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
11
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$2,811,967
About
Sterling Wealth Management provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, trusts, estates, and a small number of institutional clients, including investment company clients. The firm constructs written Investment Policy Statements for each client and recommends a range of instruments such as U.S. equities, mutual funds, fixed income, real estate funds, private placements, and other alternative investments.
The firm’s investment process uses a mix of fundamental, quantitative, technical, cyclical, and charting analysis and may implement long- and short-term trading strategies. It routinely employs margin/borrowing, options, and other derivatives in client accounts and conducts monthly account reviews as part of ongoing portfolio oversight.
What distinguishes the firm from many peers is the advisor’s concurrent business activities: the principal maintains a licensed real estate brokerage and a management services/accounting business that can result in offering commissionable real estate services or administrative/bookkeeping arrangements to clients, creating potential conflicts of interest that are disclosed in the brochure. The firm also operates with a small number of clients and accepts certain institutional and investment-company clients while using leverage and derivatives in separately managed accounts—features that are relatively uncommon among independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Annuities
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Comprehensive financial plans typically range from $2,500 to $15,000
1.25% annually
$500 per hour for financial planning and ad hoc advice
Account minimum: $1,000,000
Main office location
Sterling Wealth Management
9516 W. Flamingo Rd, Suite 205
Las Vegas NV 89147, United States
Number of offices
1
Most active in
Sterling Wealth Management has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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