Sterling Wealth Management

  • Financial Services
  • Champaign IL
  • 15 employees
  • Financial Services
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Company Overview

Headquarters
301 N Neil St Suite 203, Champaign IL
Website
sterlingwealthmanagement.com
Phone
(217) 398-1900
Employees
15
Founded in
2004
Industry
Financial Services
NAICS Code
NAICS Code 5611 Companies
NAICS Code 56 Companies
NAICS Code 56111 Companies
NAICS Code 561 Companies
NAICS Code 561110 Companies
SIC Code
SIC Code 87 Companies
SIC Code 73 Companies
SIC Code 736 Companies
SIC Code 874 Companies
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Financials & Stats

Revenue

$7B

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Who is Sterling Wealth Management

Sterling Wealth Management is a fee-only wealth management firm located in Champaign, Illinois. The company employs 15 individuals and generates an annual revenue of $7.2 million. Sterling Wealth Management specializes in providing comprehensive financial and investment planning services to a select group of high-net-worth individuals and families. Their consultative approach emphasizes collaboration with clients to understand their unique financial challenges and goals. The firm distinguishes itself through its commitment to exceptional client service and a personalized wealth management process tailored to each client's specific needs. For more information about Sterling Wealth Management's services, please visit their website at sterlingwealthmanagement.com.

Company Leadership

Martin Allen

COO and Co-Founder

Phone Email
Katie Hansen

Director of Client Services

Phone Email

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FAQ

What is the location of Sterling Wealth Management's headquarters?
The headquarters of Sterling Wealth Management are situated at 301 N Neil St Suite 203, Champaign IL
What is Sterling Wealth Management's phone number?
Sterling Wealth Management's contact number is (217) 398-1900.
What is Sterling Wealth Management's official website?
The official website of Sterling Wealth Management can be found at sterlingwealthmanagement.com.
What is Sterling Wealth Management's current revenue?
As of February 2019, Sterling Wealth Management's annual revenue reached $7B.
How many employees does Sterling Wealth Management currently have?
Sterling Wealth Management employs approximately 15+ people as of February 2019
Which industries is Sterling Wealth Management primarily operating in?
Sterling Wealth Management operates in the following industries: Finance, Credit
Who is the COO and Co-Founder of Sterling Wealth Management?
Sterling Wealth Management's COO and Co-Founder is Martin Allen
When was Sterling Wealth Management founded?
Sterling Wealth Management was founded in 2004.

Employee Directory

Key Employees

Sharon Allen

CEO & Co-Founder

Phone Email

Aimee Thomas

Client Services Coordinator

Phone Email