Sterling Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Champaign, IL. Its latest Form ADV filing, dated March 26, 2026, reports $495M in regulatory assets under management, 7 employees, and 737 accounts.
Assets Under Management
$495M
Employees
7
Offices
--
Total Clients
240
Primary office
CHAMPAIGN, IL
301 N. NEIL STREET, SUITE 203, CHAMPAIGN, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
131
2
Individuals
42.9%
103
3
Charitable
1.3%
3
4
Corporations
1.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$495Mas of March 26, 2026
Discretionary100.0%
$495M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$495M
Total Accounts737
10Y AUM Change+$368M (+290.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.