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STERLING GROUP WEALTH MANAGEMENT, LLC

Doing business as THE STERLING GROUP. SEC Form ADV profile.

Total regulatory AUM
$471,344,505
Discretionary
$471,344,505
Non-discretionary
$0

Firm details

CRD number
111782
SEC file number
801-77006
Main office
PASADENA, CA, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.