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Sterling Wealth Management
Sterling Wealth Management is an SEC-registered investment adviser in Las Vegas, NV. The firm manages approximately $37 million in regulatory assets.
Sterling Wealth Management
Sterling Wealth Management is an SEC-registered investment adviser in Las Vegas, NV. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Las Vegas
Corporate office
Las Vegas, NV, United States
Principals
Paul S. Zaman
Founder and President
Sector focus
Frequently asked questions
Who runs investment decisions at Sterling Wealth Management?
Paul S. Zaman, the founder and President, controls investment decisions. The firm does not publicly disclose an investment committee or additional named portfolio managers, suggesting a concentrated governance structure where Zaman serves as the lead decision-maker on asset allocation and deal approval.
How does Sterling Wealth Management source its direct investment opportunities?
Sterling appears to source through regional relationships in the Western United States, particularly in Nevada, Arizona, and Texas. The firm's direct-investment model depends on Zaman's personal network developed over two decades of operating in the Las Vegas wealth and real estate markets.
Does Sterling operate as a fiduciary?
Yes. Sterling is structured as a registered investment advisor, which imposes a fiduciary duty to act in clients' best interests. This regulatory posture separates it from broker-dealer wealth management platforms and signals an advisory-over-sales model.
What asset classes does Sterling emphasize?
The firm focuses on private credit, real estate equity, and select private equity co-investments. Private credit includes middle-market lending to sponsor-backed companies; real estate centers on multifamily and commercial properties in the Southwestern US; private equity takes the form of direct co-investment rather than blind-pool fund commitments.
How is Sterling Wealth Management different from a traditional single-family office?
Sterling serves multiple client families rather than a single wealth creator, placing it in the multi-family office category. However, its use of proprietary investment vehicles and direct-deal origination mirrors the operating model of a single-family office more closely than a conventional RIA that allocates entirely to third-party managers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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