STERLING GROUP WEALTH MANAGEMENT, LLC
Legal name: THE STERLING GROUP
CRD #111782 SEC #801-77006 PASADENA, CA 626-440-5995
SEC Registered
Total AUM
$396.6M
Discretionary
$396.6M
Employees
8
Clients
101
Accounts
808
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $396.6M | $396.6M | $0 | 8 | 0 |
| Mar 2025 | $396.6M | $396.6M | $0 | 8 | 0 |
| Jan 2024 | $342.7M | $342.7M | $0 | 7 | 0 |
| Apr 2023 | $293.9M | $293.9M | $0 | 6 | 3 |
| Mar 2023 | $293.9M | $293.9M | $0 | 6 | 3 |
| Mar 2022 | $294.1M | $294.1M | $0 | 6 | 2 |
| Aug 2021 | $239M | $239M | $0 | 6 | 2 |
| Jul 2021 | $239M | $239M | $0 | 6 | 2 |
| Apr 2021 | $239M | $239M | $0 | 6 | 2 |
| Mar 2021 | $239M | $239M | $0 | 6 | 2 |
| Oct 2020 | $245M | $235.3M | $9.7M | 9 | 6 |
| Jun 2020 | $245M | $235.3M | $9.7M | 9 | 6 |
| Mar 2020 | $245M | $235.3M | $9.7M | 9 | 6 |
| Dec 2019 | $345.8M | $331M | $14.8M | 9 | 10 |
| Mar 2019 | $345.8M | $331M | $14.8M | 16 | 10 |
| Feb 2019 | $362.3M | $346.7M | $15.6M | 17 | 15 |
| Feb 2018 | $362.3M | $346.7M | $15.6M | 17 | 15 |
| Mar 2017 | $296.4M | $286.4M | $9.9M | 16 | 300 |
| Jan 2017 | $268.3M | $256.3M | $12M | 14 | 300 |
| Aug 2016 | $268.3M | $256.3M | $12M | 14 | 400 |
| Aug 2016 | $268.3M | $256.3M | $12M | 14 | 400 |
| Apr 2016 | $268.3M | $256.3M | $12M | 14 | 400 |
| Mar 2016 | $268.3M | $256.3M | $12M | 14 | 400 |
| Apr 2015 | $263.9M | $263.9M | $0 | 14 | 400 |
| Mar 2015 | $263.9M | $263.9M | $0 | 14 | 400 |
| Nov 2014 | $238M | $238M | $0 | 14 | 330 |
| Jul 2014 | $238M | $238M | $0 | 14 | 330 |
| Apr 2014 | $238M | $238M | $0 | 14 | 330 |
| Jan 2014 | $213M | $213M | $0 | 12 | 315 |
| Nov 2013 | $213M | $213M | $0 | 12 | 315 |
| Nov 2013 | $213M | $213M | $0 | 12 | 315 |
| Jul 2013 | $213M | $213M | $0 | 12 | 315 |
| Mar 2013 | $213M | $213M | $0 | 12 | 315 |
| Nov 2012 | $190M | $190M | $0 | 12 | 1 |
| Oct 2012 | $190M | $190M | $0 | 6 | 1 |
| Aug 2012 | $103M | $103M | $0 | 6 | 1 |
DateSep 2025
Total AUM$396.6M
Discretionary$396.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$396.6M
Discretionary$396.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$342.7M
Discretionary$342.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$293.9M
Discretionary$293.9M
Non-Disc.$0
Employees6
Clients3
DateMar 2023
Total AUM$293.9M
Discretionary$293.9M
Non-Disc.$0
Employees6
Clients3
DateMar 2022
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees6
Clients2
DateAug 2021
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees6
Clients2
DateJul 2021
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees6
Clients2
DateApr 2021
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees6
Clients2
DateMar 2021
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees6
Clients2
DateOct 2020
Total AUM$245M
Discretionary$235.3M
Non-Disc.$9.7M
Employees9
Clients6
DateJun 2020
Total AUM$245M
Discretionary$235.3M
Non-Disc.$9.7M
Employees9
Clients6
DateMar 2020
Total AUM$245M
Discretionary$235.3M
Non-Disc.$9.7M
Employees9
Clients6
DateDec 2019
Total AUM$345.8M
Discretionary$331M
Non-Disc.$14.8M
Employees9
Clients10
DateMar 2019
Total AUM$345.8M
Discretionary$331M
Non-Disc.$14.8M
Employees16
Clients10
DateFeb 2019
Total AUM$362.3M
Discretionary$346.7M
Non-Disc.$15.6M
Employees17
Clients15
DateFeb 2018
Total AUM$362.3M
Discretionary$346.7M
Non-Disc.$15.6M
Employees17
Clients15
DateMar 2017
Total AUM$296.4M
Discretionary$286.4M
Non-Disc.$9.9M
Employees16
Clients300
DateJan 2017
Total AUM$268.3M
Discretionary$256.3M
Non-Disc.$12M
Employees14
Clients300
DateAug 2016
Total AUM$268.3M
Discretionary$256.3M
Non-Disc.$12M
Employees14
Clients400
DateAug 2016
Total AUM$268.3M
Discretionary$256.3M
Non-Disc.$12M
Employees14
Clients400
DateApr 2016
Total AUM$268.3M
Discretionary$256.3M
Non-Disc.$12M
Employees14
Clients400
DateMar 2016
Total AUM$268.3M
Discretionary$256.3M
Non-Disc.$12M
Employees14
Clients400
DateApr 2015
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees14
Clients400
DateMar 2015
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees14
Clients400
DateNov 2014
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees14
Clients330
DateJul 2014
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees14
Clients330
DateApr 2014
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees14
Clients330
DateJan 2014
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees12
Clients315
DateNov 2013
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees12
Clients315
DateNov 2013
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees12
Clients315
DateJul 2013
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees12
Clients315
DateMar 2013
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees12
Clients315
DateNov 2012
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees12
Clients1
DateOct 2012
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients1
DateAug 2012
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients1