Sherman Wealth Management LLC
Sherman Wealth Management LLC (CRD# 281093) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $83,691,514 in 316 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management84MILLION
-
Total Number of Accounts316ACCOUNTS
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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

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA, DC, FL, MD, NY, TX, VA
Financial Advisors at Sherman Wealth Management LLC
1
Bradley Sherman (CRD# 5908754) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has over 11 years of experience in the finance industry.
2
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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