Sterling Group Wealth Management, Llc
- Regulatory AUM
- $471M
- Discretionary
- $471M
- Clients
- 281
- Avg AUM / client
- $1.7M
- Accounts
- 876
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 58 positions, $211,415,868)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $82,638,838 | 1,079,682 | 39.1% | 17.5% |
| 2 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $17,391,352 | 231,299 | 8.23% | 3.69% |
| 3 | Blackrock Etf Trust | ISHARES US EQUIT | $15,840,364 | 272,265 | 7.49% | 3.36% |
| 4 | Rbb Fd Inc | F/M US TREASURY | $13,726,572 | 275,302 | 6.49% | 2.91% |
| 5 | Ishares Tr | MSCI EAFE ETF | $13,280,489 | 136,729 | 6.28% | 2.82% |
| 6 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $11,603,974 | 181,086 | 5.49% | 2.46% |
| 7 | Ishares Tr | S&P 500 GRWT ETF | $7,022,597 | 62,086 | 3.32% | 1.49% |
| 8 | Spdr Index Shs Fds | STATE STREET SPD | $5,703,719 | 155,882 | 2.7% | 1.21% |
| 9 | Spdr Series Trust | STATE STREET SPD | $5,512,124 | 97,422 | 2.61% | 1.17% |
| 10 | Vanguard Index Fds | S&P 500 ETF SHS | $4,049,310 | 6,777 | 1.92% | 0.86% |
| 11 | Apple Inc | COM | $3,667,299 | 14,450 | 1.73% | 0.78% |
| 12 | Vanguard Index Fds | VALUE ETF | $2,775,812 | 14,148 | 1.31% | 0.59% |
| 13 | Rbb Fd Inc | US TRSRY 6 MNTH | $2,451,099 | 48,993 | 1.16% | 0.52% |
| 14 | Microsoft Corp | COM | $2,131,277 | 5,758 | 1.01% | 0.45% |
| 15 | Lpl Finl Hldgs Inc | COM | $1,765,571 | 5,869 | 0.84% | 0.37% |
| 16 | Amazon Com Inc | COM | $1,645,541 | 7,901 | 0.78% | 0.35% |
| 17 | Alphabet Inc | CAP STK CL C | $1,319,556 | 4,600 | 0.62% | 0.28% |
| 18 | Jpmorgan Chase & Co | COM | $1,182,503 | 4,020 | 0.56% | 0.25% |
| 19 | Alphabet Inc | CAP STK CL A | $1,167,781 | 4,061 | 0.55% | 0.25% |
| 20 | Ishares Tr | GLOBAL TECH ETF | $1,125,462 | 11,258 | 0.53% | 0.24% |
| 21 | Universal Hlth Svcs Inc | CL B | $887,154 | 4,957 | 0.42% | 0.19% |
| 22 | Fs Kkr Cap Corp | COM | $782,631 | 76,879 | 0.37% | 0.17% |
| 23 | Nvidia Corporation | COM | $769,292 | 4,411 | 0.36% | 0.16% |
| 24 | Berkshire Hathaway Inc Del | CL A | $718,140 | 1 | 0.34% | 0.15% |
| 25 | Ishares Tr | MSCI USA MIN VOL | $694,159 | 7,485 | 0.33% | 0.15% |
Top 25 of 58 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 132 | $52.7M | 11.2% |
| High net worth individuals | 149 | $419M | 88.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Hunt Salembier | Managing Member & Chief Compliance Officer | Chartered Financial Consultant | Nov 1999 (27y) | 75% or more |
| Anthony John Nahra | Registered representative | CFP | Nov 2007 (19y) | |
| Gretchen Rebecca Prince | Registered representative | Feb 2023 (3y) | ||
| Charles Davis Lee | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $381M (81% of AUM) Mar 2026
- Charles Schwab & Co. $82.4M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗