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SHERMAN WEALTH SOLUTIONS LLC
CRD 324426
715 N. CHURCH STREET, UNIT 120, CHARLOTTE, NC, 28202, United States
Phone
(980) 350-0170
Fax
(980) 350-0180
Registration
— (—)
Source
State registered
Total AUM
$29.2M
Discretionary AUM
$16.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $5.0M |
| High net worth individuals | 20 | $9.0M |
| Pension/profit sharing plans | 13 | $15.2M |
All web addresses on file
Official SEC filing: View on IAPD