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).

Current Firm Details
9841 Washingtonian Blvd, Suite #247, Gaithersburg, MD 20878
http://www.shermanwealth.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $145,727
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
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.

DC, 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 #247, Gaithersburg, MD 20878
90
Wealthminder
score

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.

2
Joshua Schwaber, financial advisor Gaithersburg MD
Joshua Schwaber
CRD#: 6621620
9841 Washingtonian Blvd, Suite #247, Gaithersburg, MD 20878
87
Wealthminder
score

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.

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