STERLING WEALTH MANAGEMENT INC
Legal name: STERLING WEALTH MANAGEMENT, INC.
CRD #109805 SEC #801-106941 MCLEAN, VA 703-821-2019
SEC Registered
Total AUM
$36.7M
Discretionary
$36.2M
Employees
2
Clients
1
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $36.7M | $36.2M | $520.4K | 2 | 0 |
| Mar 2020 | $36.7M | $36.2M | $520.4K | 2 | 0 |
| Mar 2019 | $32M | $31M | $1M | 2 | 0 |
| Jul 2018 | $36.4M | $35.2M | $1.3M | 2 | 0 |
| Mar 2018 | $36.4M | $35.2M | $1.3M | 2 | 0 |
| Mar 2017 | $34.6M | $33.5M | $1.2M | 2 | 26 |
| Mar 2016 | $34.9M | $33.8M | $1.1M | 2 | 26 |
| Nov 2015 | $35.3M | $34.1M | $1.2M | 2 | 26 |
| Aug 2012 | $30.8M | $29.9M | $930.9K | 1 | 26 |
| Aug 2012 | $30.8M | $29.9M | $930.9K | 1 | 26 |
| Jun 2012 | $30.8M | $29.9M | $930.9K | 1 | 26 |
| Jun 2012 | $30.8M | $29.9M | $930.9K | 1 | 26 |
| May 2012 | $30.8M | $29.9M | $930.9K | 1 | 26 |
| Mar 2012 | $30.8M | $29.9M | $930.9K | 1 | 26 |
| Aug 2011 | $30.8M | $29.9M | $955.7K | 5 | -- |
| Apr 2011 | $30.8M | $29.9M | $955.7K | 5 | -- |
| Mar 2011 | $30.8M | $29.9M | $955.7K | 5 | -- |
| Feb 2011 | $29.4M | $28.9M | $438.1K | 5 | -- |
| Mar 2009 | $25.1M | $24.8M | $295.2K | 5 | -- |
| Mar 2007 | $40.6M | $40.3M | $308.5K | 5 | -- |
| Mar 2006 | $29.2M | $29M | $258.2K | 5 | -- |
| Mar 2002 | $37.4M | $21.5M | $15.9M | 5 | -- |
DateJun 2020
Total AUM$36.7M
Discretionary$36.2M
Non-Disc.$520.4K
Employees2
Clients0
DateMar 2020
Total AUM$36.7M
Discretionary$36.2M
Non-Disc.$520.4K
Employees2
Clients0
DateMar 2019
Total AUM$32M
Discretionary$31M
Non-Disc.$1M
Employees2
Clients0
DateJul 2018
Total AUM$36.4M
Discretionary$35.2M
Non-Disc.$1.3M
Employees2
Clients0
DateMar 2018
Total AUM$36.4M
Discretionary$35.2M
Non-Disc.$1.3M
Employees2
Clients0
DateMar 2017
Total AUM$34.6M
Discretionary$33.5M
Non-Disc.$1.2M
Employees2
Clients26
DateMar 2016
Total AUM$34.9M
Discretionary$33.8M
Non-Disc.$1.1M
Employees2
Clients26
DateNov 2015
Total AUM$35.3M
Discretionary$34.1M
Non-Disc.$1.2M
Employees2
Clients26
DateAug 2012
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$930.9K
Employees1
Clients26
DateAug 2012
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$930.9K
Employees1
Clients26
DateJun 2012
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$930.9K
Employees1
Clients26
DateJun 2012
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$930.9K
Employees1
Clients26
DateMay 2012
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$930.9K
Employees1
Clients26
DateMar 2012
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$930.9K
Employees1
Clients26
DateAug 2011
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$955.7K
Employees5
Clients--
DateApr 2011
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$955.7K
Employees5
Clients--
DateMar 2011
Total AUM$30.8M
Discretionary$29.9M
Non-Disc.$955.7K
Employees5
Clients--
DateFeb 2011
Total AUM$29.4M
Discretionary$28.9M
Non-Disc.$438.1K
Employees5
Clients--
DateMar 2009
Total AUM$25.1M
Discretionary$24.8M
Non-Disc.$295.2K
Employees5
Clients--
DateMar 2007
Total AUM$40.6M
Discretionary$40.3M
Non-Disc.$308.5K
Employees5
Clients--
DateMar 2006
Total AUM$29.2M
Discretionary$29M
Non-Disc.$258.2K
Employees5
Clients--
DateMar 2002
Total AUM$37.4M
Discretionary$21.5M
Non-Disc.$15.9M
Employees5
Clients--