SILER WEALTH MANAGEMENT

Legal name: SDR INVESTMENT MANAGEMENT, INC.

CRD 108682File 801-134930

APPROVED

Retail clients

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$188.6M

Bottom 25% of cohort (national)

Discretionary AUM

$7.1M

Non-discretionary $181.5M

Clients

664

1,165 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Jan 12, 2026
Principal office: 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL, 32750
Phone: 407-831-8002
Website: HTTP://WWW.SILERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $188.6M
Discretionary AUM: $7.1M
Non-discretionary AUM: $181.5M
Discretionary accounts: 12
Non-discretionary accounts: 1,153
Total accounts: 1,165
AUM per client: $284K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	54	$80.3M
Pension and profit sharing plans	9	$5.2M
Individuals (other than high net worth individuals)	601	$103.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4
Q11D5
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.