# THE WESTERMAN GROUP, LLC

THE WESTERMAN GROUP, LLC of SAGAMORE HILLS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 135525
- Type: SEC-registered investment adviser
- Location: 114 EAST AURORA ROAD, SAGAMORE HILLS, OH, 44067
- Phone: 330-467-3111
- Latest filing: 2025-03-31
- Regulatory AUM: $83.4M
- Discretionary AUM: $75.9M
- Non-discretionary AUM: $7.5M
- Clients: 2
- Accounts: 536

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135525/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135525/similar
- Related entities: https://search.stillhousedata.com/firm/135525/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135525

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.