The Sher Wealth Management Group
The Sher Wealth Management Group is an SEC-registered wealth manager in Needham, MA with $145.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns The Sher Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172369, SEC 801-131993, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $145.6M (2026-01-15)
- Firm type
- Wealth Manager
- Location
- Needham, MA
- Employees
- 2
- Clients
- 56
- CRD
- 172369
- Ownership
- WOLF, SHARLENE, RABSON; SHER, PHILIP, JONATHAN
How much AUM does The Sher Wealth Management Group have?
The Sher Wealth Management Group reported $145.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns The Sher Wealth Management Group?
Disclosed owners and executives of The Sher Wealth Management Group include WOLF, SHARLENE, RABSON, SHER, PHILIP, JONATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.