SHERMAN WEALTH SOLUTIONS LLC

SHERMAN WEALTH SOLUTIONS LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 324426). Regulatory assets under management: $29.2M.

Registration

• CRD: 324426
• Type: Registered investment adviser
• Location: 715 N. CHURCH STREET, CHARLOTTE, NC, 28202
• Phone: (980) 350-0170
• Latest filing: 2026-04-24
• Regulatory AUM: $29.2M
• Discretionary AUM: $16.3M
• Non-discretionary AUM: $13.0M
• Clients: 1
• Accounts: 180

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324426 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search