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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.
Reported data analysis
What the numbers show
Between April 29, 2025 and February 13, 2026, reported AUM increased 25.7%, from $455.4M to $572.4M.
Across 5 reported observations, AUM increased 267.7% between August 22, 2022 and February 13, 2026, from $155.7M to $572.4M.
Of the latest reported AUM, 25.6% is discretionary and 74.4% is non-discretionary.
The firm reports 1 advisory representatives and 424 clients, or 424 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full G.w. Sherwold Associates, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY WILLIAM SHERWOLD
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1353782
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ADAM ROBERT DEVONE
Financial Advisor
- CRD
- #1506645
THOMAS PATRICK FLYNN II
Client Services Manager
- CRD
- #4310431
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
SMA allocation detail is available
G.w. Sherwold Associates, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.