Sherman Wealth Management LLC
Firm details
- Headquarters
- Gaithersburg, Maryland
- CRD number
- 281093
- Registered since
- September 16, 2024
- Website
- shermanwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.89%
- Individuals26.59%
- Pension & Profit Sharing Plans3.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sherman Wealth Management LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2024. The firm serves individuals and families and positions itself as a capital allocator, blending financial planning with portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Sherman also offers pension consulting, selects third-party advisers on behalf of clients, and runs educational seminars and workshops. The firm does not identify as an active ESG investor and does not report multi-state advisory operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities7%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$151M in ETFs
68%
$104M
16%
$47.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $14.4M | 155,821 | 9.53% |
Location
Gaithersburg, MD
Montgomery
Location
Gaithersburg, MD
Headquartered in Gaithersburg, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 9841 Washingtonian Blvd
- Time zone
- ET (UTC-5)
- Office locations
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