Sterling Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Sterling Group Wealth Management reports 281 clients. They include 149 high-net-worth individuals and 132 individual clients. Of its assets, 100.0% ($471M across 876 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $462M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 11% |
| High-net-worth individuals | 53% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $52.7M | 11.2% | $399K |
| High-net-worth individuals | 149 | $419M | 88.8% | $2.81M |
| Total | 281 | $471M | 100% | $1.68M |
- Clients
- 132
- Regulatory AUM
- $52.7M
- AUM share
- 11.2%
- Avg. per client
- $399K
- Clients
- 149
- Regulatory AUM
- $419M
- AUM share
- 88.8%
- Avg. per client
- $2.81M
Total
- Clients
- 281
- Regulatory AUM
- $471M
- AUM share
- 100%
- Avg. per client
- $1.68M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Sterling Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial consulting
- Financial consulting is billed hourly at $150 to $750 per hour, with the total estimate set by the scope of the engagement.
- Written financial planning
- Written financial planning is a flat fee generally from $2,500 to $10,000, with half typically due at signing and the balance on delivery of the plan.
Charles Salembier owns 75% or more of Sterling Group Wealth Management. The leadership team of Sterling Group Wealth Management includes Chief Compliance Officer Charles Salembier. It has 9 employees, 5 of them in advisory roles.
Leadership
Charles SalembierManaging Member & Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Sterling Group Wealth Management, LLC
Charles Salembier
Control person · since March 2012
Sterling Group Wealth Management’s regulatory assets grew 2.0× from $239M (July 2021) to $471M (March 2026); clients rose from 236 to 281 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $471M | 281 | 9 | 1 |
| March 2025 | $397M | 270 | 8 | 1 |
| January 2024 | $343M | 262 | 7 | 1 |
| April 2023 | $294M | 260 | 6 | 1 |
| March 2022 | $294M | 244 | 6 | 1 |
| July 2021 | $239M | 236 | 6 | 1 |
Besides its headquarters, Sterling Group Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 225 S. Lake Avenue, Suite 1075, PasadenaHQ
Contact and registration details
- Legal name
- Sterling Group Wealth Management, LLC
- Headquarters
- 225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101
- Website
- tsgadvisor.com
- Phone
- 626-440-5995
- SEC file
- 801-77006
- Founded
- 1990
- Structure
- California LLC
- Fiscal year end
- December
Sterling Group Wealth Management uses LPL Financial ($381M, 82%) and Charles Schwab ($82.4M, 18%) as custodians for its separately managed accounts. Sterling Group Wealth Management has custody of $137M in client assets for 112 clients.
- LPL FinancialLPL Financial LLC · San Diego, CA · $381M82%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $82.4M18%
At year end, Sterling Group Wealth Management’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $244M across 62 positions; the largest are SPDR Series Trust (39.4%), Blackrock ETF Trust (8.5%) and Invesco Exchange Traded FD T (7.1%).
What the accounts hold
- Stocks6%
- Funds89%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other1%
- Assets held in variable annuity sub-accounts, private equity investments and structured notes1%
Reported 13F holdings
- $244M
- Reported 13F value
- 62
- Positions
- 82.0%
- In the 10 largest
- +15.3%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500etf39.4%
- Blackrock ETF Trust · iShares US Equit8.5%
- Invesco Exchange Traded FD T · S&P500 Quality7.1%
- Rbb FD Inc. · F/m US Treasury6.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt5.3%
- iShares TR · MSCI Eafe ETF5.2%
- Blackrock ETF Trust · Isha I IN TE ETF3.5%
- SPDR Index Shs Fds · ST Str Acwi ETF2.4%
- iShares TR · S&P 500 Grwt ETF2.3%
- SPDR Series Trust · ST Str P500val2.2%
Together, the ten largest are 82.0% of reported value.
How many clients does Sterling Group Wealth Management have?
Sterling Group Wealth Management has 281 clients and manages $471 million for them, as of March 2026. They include 149 high-net-worth individuals and 132 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Sterling Group Wealth Management offer?
Sterling Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Sterling Group Wealth Management use?
Sterling Group Wealth Management’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $381M and Charles Schwab & Co., Inc. (San Francisco, CA), with $82.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Sterling Group Wealth Management have?
Sterling Group Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sterling Group Wealth Management invest in?
At the end of its last fiscal year, Sterling Group Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 3% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Assets Held in Variable Annuity Sub-Accounts, Private Equity Investments and Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sterling Group Wealth Management?
Sterling Group Wealth Management’s direct owner is Charles Salembier (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Sterling Group Wealth Management get paid?
Sterling Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sterling Group Wealth Management registered with the SEC?
Yes, Sterling Group Wealth Management has been registered with the SEC as an investment adviser since 10 August 2012. Its CRD number is 111782 and its SEC file number is 801-77006.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Sterling Group Wealth Management?
Sterling Group Wealth Management’s main office is at 225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101. Its phone number is 626-440-5995. Its website is tsgadvisor.com.