$29.2M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2023
- Office Locations
- 1
Office Locations
715 N. Church Street Unit 120 Charlotte NC
About Sherman Wealth Solutions LLC
Sherman Wealth Solutions is a Charlotte-based RIA providing integrated wealth management that connects investment strategy with tax planning. The firm works with high-income professionals seeking clearer financial roadmaps, offering wealth management, financial and retirement planning, tax services, and risk management. Supports ongoing engagement through a client access portal.
Team overview
34 AVG AGE
$29.2M AVG AUM / ADVISOR
$442.9K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
Available
Technology
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Owner & Executives
M
MICHAEL JOSEPH SHERMAN
Chief Compliance Officer, President, Retirement Plan Advisor
- CRD
- #6084622
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,258,911 | -- |
| Non-Discretionary | $12,975,138 | -- |
| Total | $29,234,049 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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