$160.3M Total AUM
$155.7M Disc. AUM
-- 3Y CAGR
5 Employees
143 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-2015
- Office Locations
- 2
Office Locations
9841 Washingtonian Blvd Suite #200 Gaithersburg MD
-- Winter Garden FL
About Sherman Wealth Management LLC
Sherman Wealth Management is a fee-only, fiduciary financial planning and investment management firm based in Gaithersburg, MD, serving the Washington, D.C. metro and clients nationwide. The team builds customized, diversified portfolios focused on tax efficiency, cost control, and risk management, pairing investing with planning that addresses behavioral biases and money mindset. Custody includes Schwab.
Team overview
34 AVG AGE
$53.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BRADLEY L SHERMAN
President
- CRD
- #5908754
- Ownership
- 75% or more
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Ashley Rose Perlmutter
Financial Advisor
- CRD
- #7433021
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ANDREW WILLIAM PRESCOTT III
President
- CRD
- #4877660
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,695,916 | $455,251 |
| Non-Discretionary | $4,634,770 | $81,312 |
| Total | $160,330,686 | $401,831 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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