SDR INVESTMENT MANAGEMENT, INC.
Legal name: SILER WEALTH MANAGEMENT
CRD #108682 SEC #801-134930 LONGWOOD, FL 407-831-8002
SEC Registered Disclosures
Total AUM
$168.9M
Discretionary
$168.7M
Employees
6
Clients
26
Accounts
988
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $168.9M | $168.7M | $229.5K | 6 | 0 |
| Dec 2025 | $168.9M | $168.7M | $229.5K | 6 | 0 |
| Nov 2025 | $168.9M | $168.7M | $229.5K | 6 | 0 |
| Mar 2011 | $19.4M | $19.3M | $61.6K | 5 | -- |
| Jul 2010 | $19.4M | $19.3M | $61.6K | 5 | -- |
| Jan 2010 | $19.2M | $19.1M | $61.6K | 5 | -- |
| Jul 2009 | $17M | $16.9M | $61.6K | 5 | -- |
| Jun 2009 | $17M | $16.9M | $61.6K | 5 | -- |
| Mar 2008 | $33.3M | $33.3M | $0 | 5 | -- |
| Jan 2008 | $33.3M | $33.3M | $0 | 5 | -- |
| Jan 2008 | $33.3M | $33.3M | $0 | 5 | -- |
| Dec 2007 | $33.3M | $33.3M | $0 | 5 | -- |
| Jan 2007 | $33.3M | $33.3M | $0 | 5 | -- |
| Mar 2006 | $43.3M | $43.3M | $0 | 10 | -- |
| Nov 2005 | $46.5M | $46.4M | $63.3K | 10 | -- |
| Oct 2005 | $46.5M | $46.4M | $63.3K | 10 | -- |
| Feb 2005 | $46.5M | $46.4M | $63.3K | 10 | -- |
| Jun 2004 | $55.5M | $55.1M | $439.3K | 10 | -- |
| Mar 2004 | $55.5M | $55.1M | $439.3K | 10 | -- |
| Mar 2002 | $70.8M | $70.8M | $0 | -- | -- |
| Jul 2001 | $84M | $84M | $0 | -- | -- |
| Jun 2001 | $84M | $84M | $0 | -- | -- |
DateDec 2025
Total AUM$168.9M
Discretionary$168.7M
Non-Disc.$229.5K
Employees6
Clients0
DateDec 2025
Total AUM$168.9M
Discretionary$168.7M
Non-Disc.$229.5K
Employees6
Clients0
DateNov 2025
Total AUM$168.9M
Discretionary$168.7M
Non-Disc.$229.5K
Employees6
Clients0
DateMar 2011
Total AUM$19.4M
Discretionary$19.3M
Non-Disc.$61.6K
Employees5
Clients--
DateJul 2010
Total AUM$19.4M
Discretionary$19.3M
Non-Disc.$61.6K
Employees5
Clients--
DateJan 2010
Total AUM$19.2M
Discretionary$19.1M
Non-Disc.$61.6K
Employees5
Clients--
DateJul 2009
Total AUM$17M
Discretionary$16.9M
Non-Disc.$61.6K
Employees5
Clients--
DateJun 2009
Total AUM$17M
Discretionary$16.9M
Non-Disc.$61.6K
Employees5
Clients--
DateMar 2008
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$46.5M
Discretionary$46.4M
Non-Disc.$63.3K
Employees10
Clients--
DateOct 2005
Total AUM$46.5M
Discretionary$46.4M
Non-Disc.$63.3K
Employees10
Clients--
DateFeb 2005
Total AUM$46.5M
Discretionary$46.4M
Non-Disc.$63.3K
Employees10
Clients--
DateJun 2004
Total AUM$55.5M
Discretionary$55.1M
Non-Disc.$439.3K
Employees10
Clients--
DateMar 2004
Total AUM$55.5M
Discretionary$55.1M
Non-Disc.$439.3K
Employees10
Clients--
DateMar 2002
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees--
Clients--