Ashley Perlmutter, financial advisor Gaithersburg MD

Ashley Perlmutter

CRD Number: 7433021
Current Firm: Sherman Wealth Management LLC

Ashley Perlmutter (CRD# 7433021) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sherman Wealth Management LLC Potomac, MD Jul 2020 - Current 1
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
Contact Info for Ashley R. Perlmutter
Phone Number: (240) 428-1622
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $264,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, DC, FL, MD, NY, TX, VA

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