THE SHER WEALTH MANAGEMENT GROUP, INC.
THE SHER WEALTH MANAGEMENT GROUP, INC. of NEEDHAM, MA is an SEC-registered investment adviser (CRD 172369). Regulatory assets under management: $145.6M.
Registration
- CRD: 172369
- SEC file number: 801-131993
- Type: Registered investment adviser
- Location: 75 SECOND AVE., SUITE 605, NEEDHAM, MA, 02494
- Phone: (617) 928-3656
- Latest filing: 2026-01-15
- Regulatory AUM: $145.6M
- Discretionary AUM: $145.6M
- Clients: 2
- Accounts: 146
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Philip Jonathan Sher | MANAGING DIRECTOR | — |
| Sharlene Rabson Wolf | CHIEF COMPLIANCE OFFICER | — |
More on this firm