STERLING WEALTH MANAGEMENT INC
STERLING WEALTH MANAGEMENT INC of MCLEAN, VA is an SEC-registered investment adviser (CRD 109805). Regulatory assets under management: $36.7M.
Registration
- CRD: 109805
- SEC file number: 801-106941
- Type: Registered investment adviser
- Location: 8180 GREENSBORO DR, STE 1150, MCLEAN, VA, 22102
- Phone: 703-821-2019
- Latest filing: 2020-06-30
- Regulatory AUM: $36.7M
- Discretionary AUM: $36.2M
- Non-discretionary AUM: $520K
- Clients: 2
- Accounts: 47
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| STILLMAN JOEL ELLIOTT | PRESIDENT, SECRETARY, DIRECTOR; PRESIDENT, SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| LAWLER JOHN EDWARD | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
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