CRD: 131304
Sterling Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2004
- Office Locations
- 1
Office Locations
About Sterling Wealth Management, Inc.
Sterling Wealth Management is a fee-only RIA providing consultative, comprehensive wealth management and financial planning for high-net-worth families and women investors. Portfolios follow an evidence-based discipline grounded in Nobel Prize-winning academic research and market evidence. The firm also publishes research and insights for the industry; custodians include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SHARON CHRISTINE ALLEN
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4832427
- Ownership
- 75% or more
Martin P. Allen
CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Martin Allen
COO & Co-Founder
- CRD
- --
Martin Allen
COO & Co-Founder
- CRD
- --
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,582,785 | $671,076 |
| Non-Discretionary | $0 | -- |
| Total | $494,582,785 | $671,076 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | 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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