{
  "crd_number": 283916,
  "slug": "sterling-wealth-management-las-vegas-nv-283916",
  "primary_business_name": "STERLING WEALTH MANAGEMENT",
  "legal_name": "STERLING WEALTH MANAGEMENT  LLC",
  "dbas": [],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-07-31",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 37307785.0,
  "raum_discretionary": 37307785.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1395735.0,
      "count": 5
    },
    "investment_companies": {
      "raum": 6376149.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 29535901.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "NV"
  ],
  "websites": [
    "https://sterlingwealth.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283916",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(3)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/sterling-wealth-management-las-vegas-nv-283916",
  "display_name": "Sterling Wealth Management",
  "summary": "Sterling Wealth Management is a state-registered investment advisory firm in Las Vegas, NV, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. Sterling Wealth Management (CRD 283916): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Sterling Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sterling Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Sterling Wealth Management located?",
      "a": "Sterling Wealth Management's principal office is in Las Vegas, NV, according to its Form ADV."
    },
    {
      "q": "Is Sterling Wealth Management registered with the SEC or a state?",
      "a": "Sterling Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 283916."
    },
    {
      "q": "How much does Sterling Wealth Management manage?",
      "a": "Sterling Wealth Management reports $37,307,785 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sterling Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (5); investment companies (2)."
    },
    {
      "q": "Does Sterling Wealth Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283916"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sterling-wealth-management-las-vegas-nv-283916.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1395735.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 29535901.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 6376149.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283916",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}