Sterling Wealth Management

What Sterling Wealth Management does

Sterling Wealth Management, LLC is a privately held, fiduciary registered investment adviser headquartered at 9516 W. Flamingo Road, Suite 205, Las Vegas, Nevada. The firm provides personalized wealth management and financial planning services to high-net-worth individuals, with a stated minimum account size of $1,000,000 (waivable at firm discretion). It operates as a single-entity RIA registered in Nevada under CRD #283916, led entirely by principal Scott Gardner, who holds a Series 65 Uniform Investment Adviser license (CRD #6720246, since 2018) and is also a licensed Nevada real estate broker.

The firm's revenue model is a recurring-fee architecture with two streams: (1) Portfolio Advisory Services billed at 1.25% of portfolio value, billed monthly, and (2) Financial Planning Services billed at $500/hour for non-advisory clients, billed monthly. Go-to-market is sales-led and relationship-driven, executed through educational blog content (organized into sections like "How Money Works," "Foundations of Wealth," "Understanding Investing," "Retirement Insights," "Markets & Big Picture," and "Real Estate Decisions"), an email newsletter, a free 30-minute initial consultation, and referrals. The firm does not sell proprietary technology products; there is no disclosed platform, app, API, or AI capability in the offering.

The firm is privately held by its founder, has no disclosed external investors or funding rounds, and operates only in the United States (with services restricted to U.S. residents and specifically RIA-registered in Nevada). Marketing channel mix is concentrated in organic content and direct consultation, with no disclosed partnerships, channel alliances, or institutional referral arrangements. The business is differentiated by integrated accounting/taxation/wealth expertise under one principal and a fiduciary-only positioning reinforced by a published Fiduciary Oath and a federally registered "Simplifying Wealth" trademark.

Name

Sterling Wealth Management

Legal name

Sterling Wealth Management, LLC

Website

https://sterlingwealth.net

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Sterling Wealth Management is a fiduciary registered investment advisor in Las Vegas, Nevada, providing portfolio advisory services (1.25% AUM) and hourly financial planning ($500/hour) primarily to high-net-worth individuals with $1 million or more in investable assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Fiduciary advisory

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Portfolio Advisory Services: The firm charges 1.25% of the value of the client's portfolio for ongoing portfolio advisory services. This is a percentage of assets under management (AUM) model, where revenue scales with client wealth.
2. Financial Planning Services: For non-advisory clients, the firm charges an hourly rate of $500/hour for financial planning services. All service fees are billed monthly.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sterling Wealth Management is a Registered Investment Advisor (RIA) and fiduciary wealth advisory firm providing personalized portfolio advisory services at 1.25% of assets under management and hourly financial planning at $500/hour. The firm primarily serves high-net-worth individuals with $1 million or more in investable assets in the greater Las Vegas area and across the United States. Sterling Wealth Management also offers a complimentary initial consultation and educational blog content on personal finance and tax topics.

Product overview

Sterling Wealth Management is a fiduciary financial advisory firm that provides personalized wealth management and financial planning services to high-net-worth individuals. The firm offers portfolio advisory services billed at 1.25% of the portfolio value, financial planning for non-advisory clients at $500/hour, and complimentary 20-30 minute initial consultations. The firm requires a minimum account balance of $1,000,000 to open and maintain an account.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Advisory Services Discretionary and personalized portfolio management provided to high-net-worth individuals (minimum $1,000,000 in investable assets) under a fiduciary standard. Assets are managed for an asset-based fee of 1.25% of assets under management.
• Hourly Financial Planning Services Standalone financial planning engagement billed at $500 per hour, providing clients with integrated advice on personal finance, taxation, and wealth planning without requiring an ongoing portfolio relationship.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• Carson Group: A large RIA and coaching platform serving independent financial advisors and their HNW clients. Comparable to Sterling in fiduciary advice and recurring AUM economics, with added scale and an advisor-support ecosystem.
• Buckingham Strategic Wealth: An independent, fee-only RIA providing personalized financial planning to HNW households. Direct peer to Sterling due to similar fiduciary, fee-only, HNW-focused service model and recurring AUM revenue.
• Element Wealth Advisors: An independent, fee-only RIA serving HNW clients with financial planning and investment management. Closely comparable to Sterling on fiduciary model, recurring fees, and personalized HNW service delivery.
• Sequoia Financial Group: An independent, fee-based RIA offering wealth management and financial planning to HNW clients. Comparable to Sterling in fiduciary ethos and recurring AUM pricing model, with multi-state presence.

Emerging players

• Facet Wealth: A tech-enabled, flat-fee RIA offering financial planning and investment management nationally to HNW and mass-affluent households. Comparable to Sterling on fiduciary advice and financial planning, differentiated by technology-enabled delivery and broader geographic reach.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs, providing wealth management and financial planning to HNW households. Comparable to Sterling in advisory-only positioning and HNW clientele, but with national footprint and significant AUM scale.
• Creative Planning: One of the largest independent RIAs in the U.S., offering fee-based wealth management and financial planning to HNW individuals. Comparable to Sterling in recurring AUM-based fees and comprehensive planning, but operating at national scale.
• Northwestern Mutual Wealth Management: A large, established financial services and wealth management franchise serving HNW households nationally. Comparable to Sterling on the HNW segment and financial planning focus, though differing in product distribution model and incumbent scale.
• Mariner Wealth Advisors: A large national RIA platform serving HNW and ultra-HNW clients with comprehensive financial planning. Comparable to Sterling in fiduciary philosophy and HNW focus, but at vastly greater scale, multi-state reach, and breadth of services.
• Cerity Partners: A national wealth management and advisory firm serving HNW individuals and institutions with fee-based planning. Comparable to Sterling in fiduciary, comprehensive-planning approach and HNW focus, but at materially greater scale and geographic breadth.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sterling-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sterling Wealth Management