Overview
Assets Under Management: $130 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
THE SHER WEALTH MANAGEMENT GROUP, INC. 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 #172369), THE SHER WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
THE SHER WEALTH MANAGEMENT GROUP, INC. is headquartered in NEEDHAM, MA.
THE SHER WEALTH MANAGEMENT GROUP, INC. serves 35 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, THE SHER WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE SHER WEALTH MANAGEMENT GROUP, INC. manages $130 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, THE SHER WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 140
Discretionary Accounts: 140
Regulatory Filings
CRD Number: 172369
Last Filing Date: 2025-02-28 00:00:00
Website: https://sherwealth.com