Sherman Wealth Management LLC
Sherman Wealth Management LLC (CRD# 281093) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $18,653,000 in 128 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts128ACCOUNTS
Average Account Value$145,727
- 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
DC, MD, NY, TX, VA
Bradley Sherman (CRD# 5908754) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has over 5 years of experience in the finance industry.
Joshua Schwaber (CRD# 6621620) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has 1 year of experience in the finance industry.