Sherman Wealth Management LLC
● SEC registered since 2024CRD 281093SEC# 801-131124Gaithersburg, MD
Reg. AUM
$160.3M
Employees
5
Accounts
399
Location
Gaithersburg, MD
Sherman Wealth Management LLC assets under management
Sherman Wealth Management LLC is an investment advisory firm registered with the SEC based in Gaithersburg, MD. The firm has been registered since 2024. It reports $160.3 million in regulatory assets under management and employs 5 people.
Sherman Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley L Sherman Control | Principal, Chief Compliance Officer, Member | Over 75% | 2015 |
Frequently asked questions
How much does Sherman Wealth Management LLC manage?
Sherman Wealth Management LLC reports $160.3 million in regulatory assets under management on its Form ADV.
How many employees does Sherman Wealth Management LLC have?
Sherman Wealth Management LLC reports 5 employees.
Where is Sherman Wealth Management LLC located?
Sherman Wealth Management LLC is based in Gaithersburg, MD and has been SEC-registered since 2024.
Does Sherman Wealth Management LLC disclose fund performance?
Sherman Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD 20878 |
| Phone | (240) 428-1622 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.3M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$160.3Mregulatory AUM
Discretionary $155.7MNon-discretionary $4.6M