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The Sher Wealth Management Group, Inc.

● SEC registered since 2025CRD 172369SEC# 801-131993Needham, MA
Export (members)
Reg. AUM
$129.6M
Employees
2
Accounts
140
Location
Needham, MA

The Sher Wealth Management Group, Inc. assets under management

The Sher Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Needham, MA. The firm has been registered since 2025. It reports $129.6 million in regulatory assets under management and employs 2 people.
www.sherwealth.comView on SEC.gov ↗

The Sher Wealth Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Philip Jonathan Sher ControlManaging DirectorOver 75%1999
Sharlene Rabson Wolf ControlChief Compliance OfficerUnder 5%2014

Frequently asked questions

How much does The Sher Wealth Management Group, Inc. manage?

The Sher Wealth Management Group, Inc. reports $129.6 million in regulatory assets under management on its Form ADV.

How many employees does The Sher Wealth Management Group, Inc. have?

The Sher Wealth Management Group, Inc. reports 2 employees.

Where is The Sher Wealth Management Group, Inc. located?

The Sher Wealth Management Group, Inc. is based in Needham, MA and has been SEC-registered since 2025.

Does The Sher Wealth Management Group, Inc. disclose fund performance?

The Sher Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address75 Second Ave., Suite 605, Needham, MA 02494
Phone(617) 928-3656
Fax(617) 928-3657
Office hours8:30 - 5:00
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.6M
Non-discretionary$0
Total (RAUM)$129.6M