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Building 2STERLING WEALTH MANAGEMENT, LLC

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Phone718-677-6869
NotebookSEC #801-76570
Total AUM
$132.8M
Employees
2
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30-4:00
Monday - Friday
Phone
718-677-6869

ReceiptFinancials

Total AUM
$132.8M
Accounts
751
Discretionary
$132.8M
Accounts
751
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$31.4M
HNW Individual Clients
53
AUM
$86.6M
Pension/Profit Sharing Plan Clients
31
AUM
$10.5M
Charitable Organization Clients
1
AUM
$224.1K
Corporation or Business Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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