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- Custodian
- Bank OF America · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-1994
- Office Locations
- 1
Office Locations
About G.w. Sherwold Associates, INC
G.W. Sherwold Associates is an independent, privately owned advisory that has grown largely through client referrals and a consultative, planning-first process. The firm provides personalized financial planning and portfolio management for individuals and families, including business owners, focused on financial independence while preserving quality of life. Portfolios emphasize high-quality institutional funds and a logic-driven approach to manage volatility without unnecessary complexity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARY WILLIAM SHERWOLD
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1353782
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ADAM ROBERT DEVONE
Financial Advisor
- CRD
- #1506645
THOMAS PATRICK FLYNN II
Client Services Manager
- CRD
- #4310431
Optima pioneer
Oak peak
- CRD
- #47403
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,508,664 | $188,557 |
| Non-Discretionary | $425,865,343 | $47,318,371 |
| Total | $572,374,007 | $728,211 |
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Separately Managed Accounts
Total SMA Asset: $572,374,007
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,956,330,921 | 29.7% |
| Public Funds | $1,943,156,976 | 29.5% |
| Cash | $1,541,351,635 | 23.4% |
| Equity - Exchange | $1,146,133,267 | 17.4% |
| Total | $6,586,972,799 | 100.0% |