SHERMAN WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$160,330,686
Discretionary
$155,695,916
Non-discretionary
$4,634,770
Firm details
- CRD number
- 281093
- SEC file number
- 801-131124
- Main office
- GAITHERSBURG, MD, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://x.com/shermanwealth
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.