# Sterling Wealth Management

> 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.

- CRD: 283916
- Filed as: STERLING WEALTH MANAGEMENT
- Legal name: Sterling Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283916
- AdvisorCensus page: https://advisorcensus.com/firm/sterling-wealth-management-las-vegas-nv-283916

## Quick answers

**How is Sterling Wealth Management compensated?**
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).

**Where is Sterling Wealth Management located?**
Sterling Wealth Management's principal office is in Las Vegas, NV, according to its Form ADV.

**Is Sterling Wealth Management registered with the SEC or a state?**
Sterling Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 283916.

**How much does Sterling Wealth Management manage?**
Sterling Wealth Management reports $37,307,785 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Sterling Wealth Management serve?**
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).

**Does Sterling Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,307,785
- Discretionary: $37,307,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,395,735 |
| High net worth individuals | 6 | $29,535,901 |
| Investment companies | 2 | $6,376,149 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?
- 11.E(3): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283916

### Websites listed on Form ADV (Item 1.I)
- sterlingwealth.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sterling Wealth Management (CRD 283916): Form ADV filing data as of October 2026.