G.w. Sherwold Associates, Inc.
● SEC registered since 2020CRD 42186SEC# 801-118949Lake Forest, CA
Reg. AUM
$572.4M
Employees
3
Accounts
786
Location
Lake Forest, CA
G.w. Sherwold Associates, Inc. assets under management
G.w. Sherwold Associates, Inc. operates as an SEC-registered investment adviser based in Lake Forest, CA. The firm has been registered since 2020. It reports $572.4 million in regulatory assets under management and employs 3 people.
G.w. Sherwold Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary William Sherwold Control | President & Chief Compliance Officer | Over 75% | 1994 |
Frequently asked questions
How much does G.w. Sherwold Associates, Inc. manage?
G.w. Sherwold Associates, Inc. reports $572.4 million in regulatory assets under management on its Form ADV.
How many employees does G.w. Sherwold Associates, Inc. have?
G.w. Sherwold Associates, Inc. reports 3 employees.
Where is G.w. Sherwold Associates, Inc. located?
G.w. Sherwold Associates, Inc. is based in Lake Forest, CA and has been SEC-registered since 2020.
Does G.w. Sherwold Associates, Inc. disclose fund performance?
G.w. Sherwold Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22994 el Toro Rd, Lake Forest, CA 92630 |
| Phone | 949-470-0700 |
| Fax | 949-470-0707 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$572.4M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$572.4Mregulatory AUM
Discretionary $146.5MNon-discretionary $425.9M