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).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $256,027
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
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
Showing 1 - 3 of 3 top financial advisors.
1
Andrew W. Prescott
CRD#: 4877660
Winter Garden, FL

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.

2
Bradley L. Sherman
CRD#: 5908754
9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD 20878

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.

3
Ashley R. Perlmutter
CRD#: 7433021
9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD 20878

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.

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