Sterling Wealth Management
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
301 N Neil St Ste 203, Champaign, Illino...Phone Number
(217) 398-1900Revenue
$6.9 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
2
1
1
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1
About Sterling Wealth Management
Sterling Wealth Management provides expert financial advice with a focus on clarity, guidance, and security. They offer personalized wealth management plans tailored to the unique needs of their clients, including women investors and high net worth families. The firm employs an evidence-based investment approach grounded in market research, aiming for disciplined investing across market conditions. Their consultative and fee-only services emphasize treating each client with individual attention.Explore more
Sterling Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sterling Wealth Managemen...
$6.9M
1-10
Private
-
2004
JK
Joshua KushnerWealth Advisor & Manager, Investments
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Sterling Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sterling Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sterling Wealth Management.
Sterling Wealth Management Tech Stack
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Sterling Wealth Management provides expert financial advice with a focus on clarity, guidance, and security. They offer personalized wealth management plans tailored to the unique needs of their clients, including women investors and high net worth families. The firm employs an evidence-based investment approach grounded in market research, aiming... Read More
