SDR INVESTMENT MANAGEMENT, INC.
Doing business as SILER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$188,567,348
Discretionary
$7,087,798
Non-discretionary
$181,479,550
Firm details
- CRD number
- 108682
- SEC file number
- 801-134930
- Main office
- LONGWOOD, FL, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.SILERWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.