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SHERMAN WEALTH MANAGEMENT LLC

CRD 281093 · SEC 801-131124

Visit website

9841 WASHINGTONIAN BLVD, SUITE #200, GAITHERSBURG, MD, 20878, United States

Phone

(240) 428-1622

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.3M

Discretionary AUM

$155.7M

Team

5 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals102$42.6M
High net worth individuals41$112.1M

States served

CA, DC, IL, MD, NY, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD