CRD: 290219
Sherman Financial & Wealth Management
$6.8M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2017
- Office Locations
- 1
Office Locations
1410 Elfe Street Daniel Island SC
About Sherman Financial & Wealth Management
SHERMAN FINANCIAL & WEALTH MANAGEMENT is a fee-only, fiduciary RIA providing personalized financial planning (one-time or project-based), ongoing “Personal CFO” guidance, and investment management for individuals, families, and business owners. Portfolios emphasize diversified asset allocation using ETFs and public funds, with custody at Charles Schwab.
Team overview
36 AVG AGE
$6.8M AVG AUM / ADVISOR
$234.4K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PATRICK EWING SHERMAN
Chief Compliance Officer, Financial Advisor, Founder
- CRD
- #5653638
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,629,737 | -- |
| Non-Discretionary | $1,166,479 | -- |
| Total | $6,796,216 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing