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Building 2STERLING WEALTH MANAGEMENT, INC.

Map pinMCLEAN, VA
Phone703-821-2019
NotebookSEC #801-106941
Total AUM
$36.7M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8180 GREENSBORO DR
STE 1150
MCLEAN
VA 22102
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
703-821-2019
Other Offices
1

ReceiptFinancials

Total AUM
$36.7M
Accounts
47
Discretionary
$36.2M
Accounts
46
Non-Discretionary
$520.4K
Accounts
1

ContactClients

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Individual Clients
6
AUM
$1.8M
HNW Individual Clients
17
AUM
$34.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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