G.W. SHERWOLD ASSOCIATES, INC.

G.W. SHERWOLD ASSOCIATES, INC. of LAKE FOREST, CA is an SEC-registered investment adviser (CRD 42186). Regulatory assets under management: $572.4M.

Registration

• CRD: 42186
• SEC file number: 801-118949
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 42186 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search