SHERMAN, YOUNG & LEAVITT, LLC

SHERMAN, YOUNG & LEAVITT, LLC of OREGON CITY, OR is an SEC-registered investment adviser (CRD 152955). Regulatory assets under management: $77.1M.

Registration

• CRD: 152955
• Type: Registered investment adviser
• Location: 12708 TIDEWATER, OREGON CITY, OR, 97045
• Phone: 503-307-6850
• Latest filing: 2026-03-26
• Regulatory AUM: $77.1M
• Discretionary AUM: $77.1M
• Clients: 3
• Accounts: 356

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 152955 on SEC IAPD (source of record)
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