STERLING WEALTH MANAGEMENT GROUP, INC.
CRD #155166 SEC #801-71926 CARLSBAD, CA 760-603-8881
SEC Registered
Total AUM
$120M
Discretionary
$107M
Employees
1
Clients
0
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2014 | $288M | $150M | $138M | 6 | 642 |
| Jun 2014 | $127.5M | $121M | $6.5M | 6 | 642 |
| Jun 2014 | $127.5M | $121M | $6.5M | 6 | 642 |
| May 2014 | $127.5M | $121M | $6.5M | 6 | 642 |
| Mar 2014 | $123M | $116.5M | $6.5M | 6 | 642 |
| Aug 2013 | $115.8M | $102.6M | $13.2M | 6 | 200 |
| Jan 2013 | $130M | $115M | $15M | 6 | 200 |
| Jan 2013 | $130M | $115M | $15M | 6 | 200 |
| Oct 2012 | $120M | $107M | $13M | 1 | 200 |
| Aug 2012 | $95M | $84M | $11M | 1 | 200 |
| Jul 2012 | $95M | $84M | $11M | 1 | 200 |
| Apr 2012 | $95M | $84M | $11M | 1 | 200 |
| Mar 2012 | $95M | $84M | $11M | 1 | 200 |
| Apr 2011 | $63M | $63M | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2014
Total AUM$288M
Discretionary$150M
Non-Disc.$138M
Employees6
Clients642
DateJun 2014
Total AUM$127.5M
Discretionary$121M
Non-Disc.$6.5M
Employees6
Clients642
DateJun 2014
Total AUM$127.5M
Discretionary$121M
Non-Disc.$6.5M
Employees6
Clients642
DateMay 2014
Total AUM$127.5M
Discretionary$121M
Non-Disc.$6.5M
Employees6
Clients642
DateMar 2014
Total AUM$123M
Discretionary$116.5M
Non-Disc.$6.5M
Employees6
Clients642
DateAug 2013
Total AUM$115.8M
Discretionary$102.6M
Non-Disc.$13.2M
Employees6
Clients200
DateJan 2013
Total AUM$130M
Discretionary$115M
Non-Disc.$15M
Employees6
Clients200
DateJan 2013
Total AUM$130M
Discretionary$115M
Non-Disc.$15M
Employees6
Clients200
DateOct 2012
Total AUM$120M
Discretionary$107M
Non-Disc.$13M
Employees1
Clients200
DateAug 2012
Total AUM$95M
Discretionary$84M
Non-Disc.$11M
Employees1
Clients200
DateJul 2012
Total AUM$95M
Discretionary$84M
Non-Disc.$11M
Employees1
Clients200
DateApr 2012
Total AUM$95M
Discretionary$84M
Non-Disc.$11M
Employees1
Clients200
DateMar 2012
Total AUM$95M
Discretionary$84M
Non-Disc.$11M
Employees1
Clients200
DateApr 2011
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--