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
9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD 20878
https://www.instagram.com/shermanwealth/
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Bradley Sherman, financial advisor Gaithersburg MD
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 11 years of experience in the finance industry.

2
Ashley Perlmutter, financial advisor Gaithersburg MD
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 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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