Sterling Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,931,636
Clients
11
Advisors
1
of 1 employees
About
Sterling Wealth Management provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, trusts, estates, and a small number of institutional clients, including investment company clients. The firm constructs written Investment Policy Statements for each client and recommends a range of instruments such as U.S. equities, mutual funds, fixed income, real estate funds, private placements, and other alternative investments.
The firm’s investment process uses a mix of fundamental, quantitative, technical, cyclical, and charting analysis and may implement long- and short-term trading strategies. It routinely employs margin/borrowing, options, and other derivatives in client accounts and conducts monthly account reviews as part of ongoing portfolio oversight.
What distinguishes the firm from many peers is the advisor’s concurrent business activities: the principal maintains a licensed real estate brokerage and a management services/accounting business that can result in offering commissionable real estate services or administrative/bookkeeping arrangements to clients, creating potential conflicts of interest that are disclosed in the brochure. The firm also operates with a small number of clients and accepts certain institutional and investment-company clients while using leverage and derivatives in separately managed accounts—features that are relatively uncommon among independent advisers.
Client services
Expertise
Occupation focus
Fee options
Comprehensive financial plans typically range from $2,500 to $15,000
1.25% annually
$500 per hour for financial planning and ad hoc advice
Account minimum: $1,000,000
Main office
9516 W. Flamingo Rd, Ste 205
Las Vegas NV 89144
Advisors at this office
1
Most active in
Nevada
Also doing business as
Gardner, Scott Duane · Sterling Wealth Management · Sterling Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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