SourcingSourcing

STERLING GROUP WEALTH MANAGEMENT, LLC

C48
CRD 111782·SEC 801-77006·PASADENA, CA
AUM
$471.3M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STERLING GROUP WEALTH MANAGEMENT, LLC
CRD
111782
SEC file #
801-77006
EIN
454270147
DBA names
The Sterling Group

Economics

AUM
$471.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$345.8M → $471.3M▲ +36%
Client mix
Individuals High Net Worth149
Individuals Other132

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
PASADENA CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
tsgadvisor.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SALEMBIER, CHARLES, HUNT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SALEMBIER, CHARLES, HUNT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TSGADVISOR.COM
Rdap Domain Creation Date
2008-02-07T19:09:16Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001852307
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-17
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001852307-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
225 S. LAKE AVENUESUITE 1075PASADENA, CA 91101-3005
Business
225 S. LAKE AVENUESUITE 600PASADENA, CA 91101
Edgar EIN
454270147
Edgar Recent Filings
13F-HR2026-05-04 · 0001852307-26-000003
13F-HR2026-01-27 · 0001852307-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-07T19:09:16Z
Rdap Domain Last Changed
2022-01-12T23:00:31Z
Rdap Nameservers
Ns1.hover.comNs2.hover.comNs3.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2329595
Trust Company Affiliate
No

People (12)

12
SALEMBIER, CHARLES, HUNT
IAR · Direct Owner · 87.5%
2329595
SCOTT MICHAEL COOLEY
IAR
6011648
KIRK ALLEN SADILEK
IAR
3104096
KULA, KATHERINE, EMMA
IAR
5919392
WALLACE, KATHRYN, MARSH
IAR
4641895
WALLACE, WILLIAM, ALLEN
IAR
4233166
KNUDSON, BRYAN, JENNINGS
IAR
4642319
ANTHONY JOHN NAHRA
IAR
1796227
KEITH CARL POCHOBRADSKY
IAR
5408024
WILEY, LANDIS, TYLER
IAR
5940982
GRETCHEN REBECCA PRINCE
IAR
5260651
Charles Davis Lee
IAR
7561109