THE SHER WEALTH MANAGEMENT GROUP, INC.
Doing business as THE SHER WEALTH MANAGEMENT GROUP. SEC Form ADV profile.
Total regulatory AUM
$145,615,428
Discretionary
$145,615,428
Non-discretionary
$0
Firm details
- CRD number
- 172369
- SEC file number
- 801-131993
- Main office
- NEEDHAM, MA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.SHERWEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.