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 01/14/2026
Registration status Registration Changed to SDR INVESTMENT MANAGEMENT, INC.
ADV Location LONGWOOD, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 168,934,505 32%
of that, discretionary 168,704,977 32%
Number of Employees 6 -14%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 170,986 1%
% High Net Worth 7.88% 233%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees