SHERMAN FINANCIAL & WEALTH MANAGEMENT

SHERMAN FINANCIAL & WEALTH MANAGEMENT of DANIEL ISLAND, SC is an SEC-registered investment adviser (CRD 290219). Regulatory assets under management: $6.8M.

Registration

• CRD: 290219
• Type: Registered investment adviser
• Location: 1410 ELFE STREET, DANIEL ISLAND, SC, 29492
• Phone: (843) 268-8020
• Latest filing: 2026-03-31
• Regulatory AUM: $6.8M
• Discretionary AUM: $5.6M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search