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SHERMAN FINANCIAL & WEALTH MANAGEMENT
SHERMAN FINANCIAL & WEALTH MANAGEMENT LLC
CRD 290219
1410 ELFE STREET, DANIEL ISLAND, SC, 29492, United States
Phone
(843) 268-8020
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.8M
Discretionary AUM
$5.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; SEMINAR / SPEAKING ENGAGEMENT FEES / RETAINER
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $681K |
| High net worth individuals | 9 | $4.7M |
| Charitable organizations | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD