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THE SHER WEALTH MANAGEMENT GROUP

THE SHER WEALTH MANAGEMENT GROUP, INC.

CRD 172369 · SEC 801-131993

Visit website

75 SECOND AVE., SUITE 605, NEEDHAM, MA, 02494, United States

Phone

(617) 928-3656

Fax

(617) 928-3657

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.6M

Discretionary AUM

$145.6M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals13$4.9M
High net worth individuals34$119.9M

States served

MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD