Martin Allen is not listed as a control person, but directly owns under 5% of Sterling Wealth Management.
Sterling Wealth Management is an investment adviser based in Champaign, IL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $495 million, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6775309
- Firm
- Sterling Wealth Management · CRD 131304
- Role
- Chief Operating Officer, Executive Vice President
- In role since
- July 2004 · 22 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Champaign, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Allen work?
Martin Allen has been Chief Operating Officer, Executive Vice President of Sterling Wealth Management, Inc. since July 2004.
How can I verify Martin Allen’s record?
Martin Allen’s role is listed on Sterling Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 131304.