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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
About Sterling Wealth Management
Sterling Wealth Management is a Las Vegas-based RIA providing portfolio management and comprehensive financial planning, focused primarily on high-net-worth individuals (typically a $1M minimum, sometimes waived). The firm emphasizes goal-based planning and a fiduciary approach that avoids product sales. Client portfolios are implemented primarily via ETFs in separately managed accounts, with custody including Schwab and Interactive Brokers. Led by principal Scott Gardner (Series 65; also a Nevada real estate broker).
Team overview
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Accredited Investors
Asset Classes
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Investment Themes
Investment Vehicles
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Owner & Executives
Scott Duane Gardner
Financial Advisor, General Partner, President
- CRD
- #6720246
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,307,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,307,785 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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