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STERLING WEALTH MANAGEMENT, INC.

CHAMPAIGN, IL · CRD 131304 · IAPD ↗ · 217-398-1900

$494.6MRegulatory AUM
7Advisory reps
7Employees
4Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — STERLING WEALTH MANAGEMENT, INC. now reports custody of client assets ($3.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — STERLING WEALTH MANAGEMENT, INC. reported RAUM up 27% ($283.0M -> $360.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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