1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SHERMAN WEALTH MANAGEMENT LLC

Map pinGAITHERSBURG, MD
Phone(240) 428-1622
NotebookSEC #801-131124
Total AUM
$160.3M
Employees
5
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9841 WASHINGTONIAN BLVD
SUITE #200
GAITHERSBURG
MD 20878
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(240) 428-1622
Other Offices
2

ReceiptFinancials

Total AUM
$160.3M
Accounts
399
Discretionary
$155.7M
Accounts
342
Non-Discretionary
$4.6M
Accounts
57

ContactClients

View more in analytics →

Individual Clients
102
AUM
$42.6M
HNW Individual Clients
41
AUM
$112.1M
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLILMDNYTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account