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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BORNSTEIN, MARK | I | DIRECTOR | NA | Control |
| BORNSTEIN, MARK | I | DIRECTOR | NA | Control |
| BORNSTEIN, MARK | I | DIRECTOR | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| BUTTON, PATRICIA, JEAN | I | SECRETARY | NA | Control |
| Button, Patricia, Jean | I | SECRETARY | NA | Control |
| Button, Patricia, Jean | I | SECRETARY | NA | Control |
| Button, Patricia, Jean | I | SECRETARY | NA | Control |
| CASTERLINE, SEAN, DONOVAN | I | VICE-PRESIDENT | NA | |
| CASTERLINE, SEAN, DONOVAN | I | VICE-PRESIDENT | NA | |
| MACMILLAN, DONALD | I | DIRECTOR | NA | Control |
| MACMILLAN, DONALD | I | DIRECTOR | NA | Control |
| MACMILLAN, DONALD | I | DIRECTOR | NA | Control |
| MERBACH, MICHAEL, ALAN | I | VICE-PRESIDENT,TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MERBACH, MICHAEL, ALAN | I | CFO | NA | Control |
| MERBACH, MICHAEL, ALAN | I | CFO | NA | Control |
| MERBACH, MICHAEL, ALAN | I | VICE-PRESIDENT,TREASURER | NA | Control |
| MERBACH, MICHAEL, ALAN | I | VICE-PRESIDENT,TREASURER | NA | Control |
| MERBACH, MICHAEL, ALAN | I | VICE-PRESIDENT,TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MERBACH, MICHAEL, ALAN | I | VICE-PRESIDENT,TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MERBACH, MICHAEL, ALAN | I | VICE-PRESIDENT,TREASURER | NA | Control |
| MERBACH, MICHAEL, ALAN | I | CFO | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | NA | Control |
| SUTTON, ALBERT | I | DIRECTOR | NA | Control |
| SUTTON, ALBERT | I | DIRECTOR | NA | Control |
| SUTTON, ALBERT | I | DIRECTOR | NA | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STOCKDR COM INC | DE | SHAREHOLDER | E | |
| STOCKDR COM INC | DE | SHAREHOLDER | E | |
| STOCKDR COM INC | DE | SHAREHOLDER | E | |
| STOCKDR.COM, INC. | DE | SHAREHOLDER | D | |
| STOCKDR.COM, INC. | DE | SHAREHOLDER | D | |
| STOCKDR.COM, INC. | DE | SHAREHOLDER | D | |
| GOLD, MICHAEL, STEPHAN | I | CEO | B | Control |
| GOLD, MICHAEL, STEPHAN | I | CEO | B | Control |
| GOLD, MICHAEL, STEPHAN | I | CEO | B | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | B | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | B | Control |
| SILER, LEE, ANTHONY | I | PRESIDENT | B | Control |
| FEDERAL MORTGAGE MANAGEMENT II, INC. | DE | SHAREHOLDER | A | |
| FEDERAL MORTGAGE MANAGEMENT II, INC. | DE | SHAREHOLDER | A | |
| FEDERAL MORTGAGE MANAGEMENT II, INC. | DE | SHAREHOLDER | A |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (14)
AK AZ CA FL GA MI MN MO NJ NY OR PA TX WA
Address
100 CROWN OAK CENTRE DRIVELONGWOOD, FL 32750
United States
Phone: 407-831-8002