Sherman Wealth Management LLC
Sherman Wealth Management LLC is an SEC-registered wealth manager in Gaithersburg, MD with $160.3M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Sherman Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281093, SEC 801-131124, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $160.3M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Gaithersburg, MD
- Employees
- 5
- Clients
- 143
- CRD
- 281093
- Ownership
- SHERMAN, BRADLEY, L
How much AUM does Sherman Wealth Management LLC have?
Sherman Wealth Management LLC reported $160.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Sherman Wealth Management LLC?
Disclosed owners and executives of Sherman Wealth Management LLC include SHERMAN, BRADLEY, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.