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STERLING FINANCIAL ADVISORS, LLC

· CRD 107783 · IAPD ↗ · sterlingfinancialworld.com · 402-970-9300

$144.6MRegulatory AUM
4Advisory reps
4Employees
3Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — STERLING FINANCIAL ADVISORS, LLC reported RAUM up 29% ($95.8M -> $123.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.