G.w. Sherwold Associates, Inc.
G.w. Sherwold Associates, Inc. is an SEC-registered wealth manager in Lake Forest, CA with $572.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns G.w. Sherwold Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 42186, SEC 801-118949, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $572.4M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Lake Forest, CA
- Employees
- 3
- Clients
- 424
- CRD
- 42186
- Ownership
- SHERWOLD, GARY WILLIAM
How much AUM does G.w. Sherwold Associates, Inc. have?
G.w. Sherwold Associates, Inc. reported $572.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns G.w. Sherwold Associates, Inc.?
Disclosed owners and executives of G.w. Sherwold Associates, Inc. include SHERWOLD, GARY WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.