Sterling Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

4500 Bowling Blvd Ste 100, Louisville, K...

Phone Number

(502) 894-6008

Revenue

<$5 Million

Industry

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

Use tab to navigate through the menu items. At Sterling Wealth Management, we proudly help Louisville homeowners born before 1958 get 21 little known benefits they are owed, but they are currently not receiving, including: a program to protect your spouse from losing 1/2 of your Social Security Income at your death; a program to cover 2 years of long-term care costs without paying a cent in annual premiums; ... and so much more. We help address many of our clients' primary retirement concerns (such as creating worry-free income plans to last you throughout retirement, protecting your life savings against losses, and planning an active, purpose-driven retirement)... and so much more, allowing you to focus your energy on doing the things you value and enjoy most, with the people you love. To learn more about the driving force behind how we aim to better serve our valued clients, please continue below.Explore more
Popular SearchesSterling Wealth ManagementSterling Wealth Management LLCSterlingwealthmanagement ComSIC Code 62,628NAICS Code 52,523Show more

Sterling Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Wealth Managemen...

<$5M
1-10
Private
-
-
$5.6M
1-10
Private
-
1979
Travis Ivanoff, Chief Executive Officer, Ivanoff Wealth Management at Ivanoff Advisors
Travis IvanoffCEO, Ivanoff Wealth Management
$5.5M
11-50
Private
-
1975
RP
Robert PickelsPartner - Chief Investment Officer
<$5M
1-10
Private
-
2014
TS
Tracey ScheerDirector, Operations
<$5M
1-10
Private
-
1997
RE
Richard EhrlichGroup Managing of Secure Wealth Planning, Llc Partner
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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

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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.sterlingwealthky.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: Ivanoff Advisors, Young Wealth Management, Retirement Planning Center, Secure Wealth Planning Group
What technology does Sterling Wealth Management use?
Some of the popular technologies that Sterling Wealth Management uses are: Sentry, WixStores, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Sterling Wealth Management?
Sterling Wealth Management contact info: Phone number: (502) 894-6008 Website: www.sterlingwealthky.com
What does Sterling Wealth Management do?

Use tab to navigate through the menu items. At Sterling Wealth Management, we proudly help Louisville homeowners born before 1958 get 21 little known benefits they are owed, but they are currently not receiving, including: a program to protect your spouse from losing 1/2 of your Social Security Income at your death; a program to cover 2 years of lo... ng-term care costs without paying a cent in annual premiums; ... and so much more. We help address many of our clients' primary retirement concerns (such as creating worry-free income plans to last you throughout retirement, protecting your life savings against losses, and planning an active, purpose-driven retirement)... and so much more, allowing you to focus your energy on doing the things you value and enjoy most, with the people you love. To learn more about the driving force behind how we aim to better serve our valued clients, please continue below.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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