SHERMAN FINANCIAL & WEALTH MANAGEMENT

Overview

Sherman Financial & Wealth Management is an independent, owner-operated RIA that focuses on planning and portfolio management for individuals, families and small businesses. The firm delivers fee-based financial planning, discretionary portfolio management and client education through seminars and workshops. Its investment posture is equity‑tilted: the majority of client assets are held in exchange‑traded securities and mutual funds rather than in private or illiquid strategies. Sherman Financial is not set up as a capital allocator to third‑party alternative fund managers and does not identify as an active ESG investor. Fee arrangements include percentage of AUM, fixed fees and other fee structures, and the firm appears to manage most client portfolios on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices