Sterling Wealth Management, Inc.

Sterling Wealth Management, Inc. (CRD# 131304) is a financial advisory firm headquartered in Champaign, IL. They manage $360,592,012 in 203 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $1,776,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, MI, TX

Financial Advisors at Sterling Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Sharon C. Allen
CRD#: 4832427
Champaign, IL

Sharon Allen (CRD# 4832427) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has 1 year of experience in the finance industry.

2
Daly C. Andersson
CRD#: 5761631
301 N. Neil Street, Suite 203, Champaign, IL 61820

Daly Andersson (CRD# 5761631) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 13 years of experience in the finance industry.

3
Raymon M. Brown
CRD#: 2403010
301 N. Neil Street, Suite 203, Champaign, IL 61820

Raymon Brown (CRD# 2403010) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 30 years of experience in the finance industry.

4
Seth S. Elam
CRD#: 7241831
301 N. Neil Street, Suite 203, Champaign, IL 61820

Seth Elam (CRD# 7241831) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 4 years of experience in the finance industry.

5
Joseph McAllister
CRD#: 7044509
301 N. Neil Street, Suite 203, Champaign, IL 61820

Joseph McAllister (CRD# 7044509) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 4 years of experience in the finance industry.

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