DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

STERLING WEALTH MANAGEMENT, LLC

CRD 114270

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cb43d8a-01fc-df26-fa28-d44d5f6fdfc6

Data as of Mar 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Apr 16, 2012 to Mar 21, 2022
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Sterling Wealth Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $133MItem 5.F on the latest filing (2022-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $133M
Private client RAUM: $118MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 751
Individual clients: 185
High net worth clients: 53
Custody, client assets: $121M
SEC number: 801-76570
CRD: 114270
Filings on the tape: 20
First filed: Apr 16, 2012
Latest filed: Mar 21, 2022
Organised: Limited Liability Company, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABRAMOWITZ, ELCHANAN, NMN	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	01/2001	Apr 16, 2012	Mar 21, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 21, 2022	$133M	$133M	2	1	0	n/a	n/a
2020	Mar 15, 2021	$109M	$109M	2	1	0	n/a	n/a
2019	Jan 22, 2020	$96.5M	$96.5M	2	1	0	n/a	n/a
2018	Feb 15, 2019	$81.2M	$81.2M	2	1	0	n/a	n/a
2017	Jan 18, 2018	$80.9M	$80.9M	2	1	0	n/a	n/a
2016	Jan 9, 2017	$70.7M	$70.7M	2	1	n/a	n/a	n/a
2015	Jan 8, 2016	$58.9M	$58.9M	2	1	n/a	n/a	n/a
2014	Jan 26, 2015	$57.6M	$57.6M	2	1	n/a	n/a	n/a
2013	Feb 11, 2014	$53.6M	$53.6M	2	1	n/a	n/a	n/a
2012	Feb 14, 2013	$40.3M	$40.3M	2	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$133M	$109M	21.3%	$81.2M	17.8%	2	2	0	0

Relationships

Controls (1)

← ABRAMOWITZ, ELCHANAN, NMNOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 16, 2012 to presentfactForm ADV

Registered with (1)

← ELCHANAN NMN ABRAMOWITZAdvisorregistration: previous registration
Jan 13, 2003 to May 2, 2022factForm ADV

Dated events

Occurred
May 2, 2022
Advisor changed firm
Elchanan Nmn Abramowitz left Sterling Wealth Management, Llc for Able Wealth Management Llc (registered 2022-04-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cb43d8a-01fc-df26-fa28-d44d5f6fdfc6
First observed: Apr 16, 2012
Last observed: Mar 21, 2022 54 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.

STERLING WEALTH MANAGEMENT, LLC

CRD 114270

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cb43d8a-01fc-df26-fa28-d44d5f6fdfc6

Data as of Mar 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABRAMOWITZ, ELCHANAN, NMN

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2001

Apr 16, 2012

Mar 21, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 21, 2022

$133M

n/a

2020

Mar 15, 2021

$109M

n/a

2019

Jan 22, 2020

$96.5M

n/a

2018

Feb 15, 2019

$81.2M

n/a

2017

Jan 18, 2018

$80.9M

n/a

2016

Jan 9, 2017

$70.7M

n/a

2015

Jan 8, 2016

$58.9M

n/a

2014

Jan 26, 2015

$57.6M

n/a

2013

Feb 11, 2014

$53.6M

n/a

2012

Feb 14, 2013

$40.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$133M

$109M

21.3%

$81.2M

17.8%