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STERLING INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · CRD 112923 · IAPD ↗ · 520-293-3311

$409.2MRegulatory AUM
4Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — STERLING INVESTMENT MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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