Ashley Perlmutter (CRD# 7433021) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sherman Wealth Management LLC | Potomac, MD | Jul 2020 - Current | 3 |
| University Of Maryland | College Park, MD | Aug 2016 - May 2020 | 3 |
| Holton-arms High School | Bethesda, MD | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- MD
- NY
-
Total Assets Under Management95MILLIONS
-
Total Number of Accounts372ACCOUNTS
-
Average Account Value$256,027
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, DC, FL, MD, NY, TX, VA
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