SILER WEALTH MANAGEMENT
  • SILER WEALTH MANAGEMENT
  • SDR INVESTMENT MANAGEMENT, INC.
  • STOCKDR COM INC
  • SILER FINANCIAL GROUP, LLC. DBA SDR INVESTMENT MANAGEMENT, INC.
  • SILER FINANCIAL GROUP
  • SDR INVESTMENT MANAGEMENT, INC. DBA SILER WEALTH MANAGEMENT
  • SDR INVESTMENT MANAGEMENT, INC. DBA SILER FINANCIAL GROUP
  • SDR INVESTMENT MANAGEMENT, INC. D/B/A SILER WEALTH MANAGEMENT

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/12/2026
Other registrations (10)
Former registrations

SDR INVESTMENT MANAGEMENT, INC.

ADV Location LONGWOOD, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 188,567,348
of that, discretionary 7,087,798
Number of Employees 6
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 161,860
% High Net Worth 8.13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

181M 156M 130M 104M 78M 52M 26M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees