Sterling Wealth Management

Financial Services • Champaign, Illinois, United States • 11-20 Employees

Company overview

Headquarters	301 N Neil St, Suite 203, Champaign, IL 61820, US
Phone number	+18553981900
Website	sterlingwealthmanagement.com
NAICS	52
SIC	736
Founded	2004
Employees	11-20
Socials

Key Contacts at Sterling Wealth Management

Mark Stephenson

Founder, Sterling Wealth Management & Financial Advisor, Rjfs

Martin Allen

Coo And Co-Founder

Katie Hansen

Director Of Client Services

Sterling Wealth Management Email Formats

Sterling Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About Sterling Wealth Management

Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families. Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.

Sterling Wealth Management revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Sterling Wealth Management has 14 employees across 4 departments.

Departments

Number of employees

Funding Data

Sterling Wealth Management has never raised funding before.

Sterling Wealth Management Tech Stack

Discover the technologies and tools that power Sterling Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Underscore.js

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Chart.js

JavaScript graphics

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Sterling Wealth Management is located in Champaign, Illinois, US.

You can reach Sterling Wealth Management at +18553981900.

Sterling Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Sterling Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Sterling Wealth Management

Mark Stephenson

Founder, Sterling Wealth Management & Financial Advisor, Rjfs

Martin Allen

Coo And Co-Founder

Katie Hansen

Director Of Client Services

4.8

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