The Sher Wealth Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in Needham, MA. Its latest Form ADV filing, dated January 15, 2026, reports $146M in regulatory assets under management, 2 employees, and 146 accounts.
Assets Under Management
$146M
Employees
2
Offices
--
Total Clients
56
Primary office
NEEDHAM, MA
75 SECOND AVE., SUITE 605, NEEDHAM, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
34
2
Individuals
23.2%
13
3
Irrevocable Trusts/Estates
16.1%
9
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of January 15, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts146
10Y AUM Change+$16M (+12.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.