Sterling Wealth Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

2715 Ashton Dr Ste 102, Wilmington, Nort...

Phone Number

(910) 202-4656

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sterling Wealth Management

Sterling Wealth Management offers comprehensive financial services aimed at helping individuals, families, employers, and employees achieve their financial goals. With over 50 years of combined experience, they provide guidance through various market cycles, focusing on long-term financial planning. Their services cater to pre-retirees, retirees, and business owners, emphasizing education and informed decision-making. The firm values collaboration and transparency, ensuring clients receive honest advice tailored to their unique financial situations.Explore more
Popular SearchesSterling Wealth ManagementSterling Wealth Management LLCSterling Crown Wealth Management LLCSterling Management Services LLCSterling Property Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Sterling Wealth Management Org Chart

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Principal

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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Wealth Managemen...

<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2014
James Canady, Partner, Chief Financial Officer, and Financial Planner and Advisor at Atlantic Wealth Management
James CanadyPartner, Chief Financial Officer, and Financial Planner and Advisor
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
1996
CR
Clayton RexroadFinancial Advisor
<$5M
1-10
Private
-
2016
RB
Robin BaileyOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High 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

A closer look at the technologies used by Sterling Wealth Management

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Frequently Asked Questions Regarding Sterling Wealth Management

What is Sterling Wealth Management's official website?
Sterling Wealth Management's official website is www.sterlingwealthllc.com
What is Sterling Wealth Management's Revenue?
Sterling Wealth Management's revenue is <$5 Million
What is Sterling Wealth Management's SIC code?
Sterling Wealth Management's SIC: 62,628
What is Sterling Wealth Management's NAICS code?
Sterling Wealth Management's NAICS: 52,523
How many employees does Sterling Wealth Management have?
Sterling Wealth Management has 1-10 employees
What industry does Sterling Wealth Management belong to?
Sterling Wealth Management is in the industry of: Finance, Securities Trading
What is Sterling Wealth Management competition?
Sterling Wealth Management top competitors include: Brown Ruth Advisors, Rexroad Loweth Wealth Management, Capital Navigation Group, Patton Wealth Management
What technology does Sterling Wealth Management use?
Some of the popular technologies that Sterling Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Sterling Wealth Management?
Sterling Wealth Management contact info: Phone number: (910) 202-4656 Website: www.sterlingwealthllc.com
What does Sterling Wealth Management do?

Sterling Wealth Management offers comprehensive financial services aimed at helping individuals, families, employers, and employees achieve their financial goals. With over 50 years of combined experience, they provide guidance through various market cycles, focusing on long-term financial planning. Their services cater to pre-retirees, retirees, a... nd business owners, emphasizing education and informed decision-making. The firm values collaboration and transparency, ensuring clients receive honest advice tailored to their unique financial situations.Read More

Is Sterling Wealth Management a public company?
Sterling Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Sterling Wealth Management

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