This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$253MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$235M

Private client RAUM

$235MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$63.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,050

Individual clients

438

High net worth clients

65

SEC number

801-127819

CRD

168397

Filings on the tape

8

First filed

Mar 30, 2023

Latest filed

Mar 26, 2026

Organised

Corporation, CA

• Occurred

  Mar 24, 2025
  Advisor changed firm

  Larry D Stiver left Sterling Retirement Group Of Sacramento for Riverpath Investments Llc (registered 2016-02-25)

  Form ADVobserved 5 days ago
• Occurred

  Mar 30, 2023
  First Form ADV filing

  Sterling Retirement Group Of Sacramento filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:683d2dd0-8281-7f40-27c2-558e741c5308

First observed

Mar 30, 2023

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.