SHERMAN WEALTH MANAGEMENT LLC

SHERMAN WEALTH MANAGEMENT LLC of GAITHERSBURG, MD is an SEC-registered investment adviser (CRD 281093). Regulatory assets under management: $160.3M.

Registration

• CRD: 281093
• SEC file number: 801-131124
• Type: Registered investment adviser
• Location: 9841 WASHINGTONIAN BLVD, SUITE #200, GAITHERSBURG, MD, 20878
• Phone: (240) 428-1622
• Latest filing: 2026-07-21
• Regulatory AUM: $160.3M
• Discretionary AUM: $155.7M
• Non-discretionary AUM: $4.6M
• Clients: 5
• Accounts: 399

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281093 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search