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STERLING RETIREMENT GROUP OF SACRAMENTO

ROSEVILLE, CA · CRD 168397 · IAPD ↗ · 916-724-1702

$253.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — STERLING RETIREMENT GROUP OF SACRAMENTO notice-filed in NV, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — STERLING RETIREMENT GROUP OF SACRAMENTO reported RAUM up 43% ($177.0M -> $253.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — STERLING RETIREMENT GROUP OF SACRAMENTO notice-filed in AZ, ID, TN, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — STERLING RETIREMENT GROUP OF SACRAMENTO grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — STERLING RETIREMENT GROUP OF SACRAMENTO reported RAUM up 44% ($112.0M -> $161.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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