T
$145.6M Total AUM
$145.6M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
11 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
75 Second Ave. Suite 605 Needham MA
About THE Sher Wealth Management Group
The Sher Wealth Management Group, led by wealth advisor Phil Sher in Needham, MA, provides personalized wealth management and comprehensive planning—retirement, tax, education, estate and insurance—helping clients simplify and coordinate assets and allocation strategies through life transitions. Operates on the LPL Financial platform.
Team overview
65 AVG AGE
$72.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
PHILIP JONATHAN SHER
Founder – Managing Director
- CRD
- #1457079
- Ownership
- 75% or more
Available
Available
Available
S
SHARLENE RABSON WOLF MS.
Chief Compliance Officer
- CRD
- #4695293
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,615,428 | $997,366 |
| Non-Discretionary | $0 | -- |
| Total | $145,615,428 | $997,366 |
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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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