Overview
Assets Under Management: $160 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 41
Average Client Assets: $2.7 million
Frequently Asked Questions
SHERMAN WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281093), SHERMAN WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
SHERMAN WEALTH MANAGEMENT LLC is headquartered in GAITHERSBURG, MD.
SHERMAN WEALTH MANAGEMENT LLC serves 41 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, SHERMAN WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SHERMAN WEALTH MANAGEMENT LLC manages $160 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, SHERMAN WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.89%
Average Client Assets: $2.7 million
Total Client Accounts: 399
Discretionary Accounts: 342
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 281093
Filing ID: 2099909
Last Filing Date: 2026-04-28 14:21:09