The Sher Wealth Management Group, Inc.
● SEC registered since 2025CRD 172369SEC# 801-131993Needham, MA
Reg. AUM
$145.6M
Employees
2
Accounts
146
Location
Needham, MA
The Sher Wealth Management Group, Inc. assets under management
The Sher Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Needham, MA. The firm has been registered since 2025. It reports $145.6 million in regulatory assets under management and employs 2 people.
The Sher Wealth Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Jonathan Sher Control | Managing Director | Over 75% | 1999 |
| Sharlene Rabson Wolf Control | Chief Compliance Officer | Under 5% | 2014 |
Frequently asked questions
How much does The Sher Wealth Management Group, Inc. manage?
The Sher Wealth Management Group, Inc. reports $145.6 million in regulatory assets under management on its Form ADV.
How many employees does The Sher Wealth Management Group, Inc. have?
The Sher Wealth Management Group, Inc. reports 2 employees.
Where is The Sher Wealth Management Group, Inc. located?
The Sher Wealth Management Group, Inc. is based in Needham, MA and has been SEC-registered since 2025.
Does The Sher Wealth Management Group, Inc. disclose fund performance?
The Sher Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 Second Ave., Suite 605, Needham, MA 02494 |
| Phone | (617) 928-3656 |
| Fax | (617) 928-3657 |
| Office hours | 8:30 - 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.6M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$145.6Mregulatory AUM
Discretionary $145.6M