# G.W. SHERWOLD ASSOCIATES, INC.

G.W. SHERWOLD ASSOCIATES, INC. of LAKE FOREST, CA is an SEC-registered investment adviser.

## Registration

- CRD: 42186
- Type: SEC-registered investment adviser
- SEC file number: 801-118949
- Location: 22994 EL TORO RD, LAKE FOREST, CA, 92630
- Phone: 949-470-0700
- Latest filing: 2026-02-13
- Regulatory AUM: $572.4M
- Discretionary AUM: $146.5M
- Non-discretionary AUM: $425.9M
- Clients: 3
- Accounts: 786

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gary William Sherwold | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| SHERWOLD GARY WILLIAM | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/42186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/42186/similar
- Related entities: https://search.stillhousedata.com/firm/42186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/42186

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.