STERLING WEALTH MANAGEMENT, INC.
CRD #131304 SEC #801-112948 CHAMPAIGN, IL 217-398-1900
SEC Registered
Total AUM
$429.1M
Discretionary
$429.1M
Employees
10
Clients
10
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $429.1M | $429.1M | $0 | 10 | 9 |
| Mar 2024 | $360.6M | $360.6M | $0 | 10 | 0 |
| Jan 2024 | $283M | $283M | $0 | 10 | 1 |
| Nov 2023 | $283M | $283M | $0 | 10 | 1 |
| Mar 2023 | $283M | $283M | $0 | 10 | 1 |
| Mar 2022 | $306.3M | $306.3M | $0 | 7 | 3 |
| Oct 2021 | $216.9M | $216.9M | $0 | 6 | 3 |
| Oct 2021 | $216.9M | $216.9M | $0 | 6 | 3 |
| Oct 2021 | $216.9M | $216.9M | $0 | 6 | 3 |
| Jul 2021 | $216.9M | $216.9M | $0 | 6 | 3 |
| Apr 2021 | $216.9M | $216.9M | $0 | 6 | 3 |
| Mar 2021 | $216.9M | $216.9M | $0 | 6 | 3 |
| Jan 2021 | $161.8M | $161.8M | $0 | 5 | 3 |
| Jun 2020 | $161.8M | $161.8M | $0 | 5 | 3 |
| Mar 2020 | $161.8M | $161.8M | $0 | 5 | 3 |
| Mar 2019 | $130.1M | $130.1M | $0 | 5 | 4 |
| Apr 2018 | $126.5M | $126.5M | $0 | 5 | 0 |
| Mar 2018 | $126.5M | $126.5M | $0 | 5 | 0 |
| Jun 2012 | $39.3M | $26.2M | $13.2M | 1 | 26 |
| May 2012 | $39.3M | $26.2M | $13.2M | 1 | 26 |
| Mar 2012 | $39.3M | $26.2M | $13.2M | 1 | 26 |
| Mar 2011 | $40.2M | $26.4M | $13.8M | 5 | -- |
| Jun 2010 | $30.5M | $17.9M | $12.7M | 5 | -- |
| Apr 2010 | $30.5M | $17.9M | $12.7M | 5 | -- |
DateMar 2025
Total AUM$429.1M
Discretionary$429.1M
Non-Disc.$0
Employees10
Clients9
DateMar 2024
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees10
Clients1
DateNov 2023
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees10
Clients1
DateMar 2023
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees10
Clients1
DateMar 2022
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees7
Clients3
DateOct 2021
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees6
Clients3
DateOct 2021
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees6
Clients3
DateOct 2021
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees6
Clients3
DateJul 2021
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees6
Clients3
DateApr 2021
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees6
Clients3
DateMar 2021
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees6
Clients3
DateJan 2021
Total AUM$161.8M
Discretionary$161.8M
Non-Disc.$0
Employees5
Clients3
DateJun 2020
Total AUM$161.8M
Discretionary$161.8M
Non-Disc.$0
Employees5
Clients3
DateMar 2020
Total AUM$161.8M
Discretionary$161.8M
Non-Disc.$0
Employees5
Clients3
DateMar 2019
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees5
Clients4
DateApr 2018
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2012
Total AUM$39.3M
Discretionary$26.2M
Non-Disc.$13.2M
Employees1
Clients26
DateMay 2012
Total AUM$39.3M
Discretionary$26.2M
Non-Disc.$13.2M
Employees1
Clients26
DateMar 2012
Total AUM$39.3M
Discretionary$26.2M
Non-Disc.$13.2M
Employees1
Clients26
DateMar 2011
Total AUM$40.2M
Discretionary$26.4M
Non-Disc.$13.8M
Employees5
Clients--
DateJun 2010
Total AUM$30.5M
Discretionary$17.9M
Non-Disc.$12.7M
Employees5
Clients--
DateApr 2010
Total AUM$30.5M
Discretionary$17.9M
Non-Disc.$12.7M
Employees5
Clients--