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Sherman Wealth Management LLC

● SEC registered since 2024CRD 281093SEC# 801-131124Gaithersburg, MD
Export (members)
Reg. AUM
$122M
Employees
5
Accounts
390
Location
Gaithersburg, MD

Sherman Wealth Management LLC assets under management

Sherman Wealth Management LLC is an investment advisory firm registered with the SEC based in Gaithersburg, MD. The firm has been registered since 2024. It reports $122 million in regulatory assets under management and employs 5 people.
x.com/shermanwealthView on SEC.gov ↗

Sherman Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Bradley L Sherman ControlPrincipal, Chief Compliance Officer, MemberOver 75%2015

Frequently asked questions

How much does Sherman Wealth Management LLC manage?

Sherman Wealth Management LLC reports $122 million in regulatory assets under management on its Form ADV.

How many employees does Sherman Wealth Management LLC have?

Sherman Wealth Management LLC reports 5 employees.

Where is Sherman Wealth Management LLC located?

Sherman Wealth Management LLC is based in Gaithersburg, MD and has been SEC-registered since 2024.

Does Sherman Wealth Management LLC disclose fund performance?

Sherman Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD 20878
Phone(240) 428-1622
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.7M
Non-discretionary$9.4M
Total (RAUM)$122M