Sherman Wealth Management LLC
Sherman Wealth Management LLC (CRD# 281093) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $95,242,092 in 372 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management95MILLION
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Total Number of Accounts372ACCOUNTS
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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
Andrew Prescott (CRD# 4877660) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Winter Garden, FL and has over 17 years of experience in the finance industry.
Bradley Sherman (CRD# 5908754) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has over 12 years of experience in the finance industry.
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.