GAITHERSBURG, MDCRD 281093Latest ADV April 28, 2026
Sherman Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gaithersburg, MD. Its latest Form ADV filing, dated April 28, 2026, reports $160M in regulatory assets under management, 5 employees, 2 offices, and 399 accounts.
Assets Under Management
$160M
Employees
5
Offices
2 offices
Total Clients
143
Primary office
GAITHERSBURG, MD
9841 WASHINGTONIAN BLVD, SUITE #200, GAITHERSBURG, MD, United States
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
102
2
HNWI
28.7%
41
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of April 28, 2026
Discretionary97.1%
$156M
97% of total RAUM97.1%
Non-discretionary2.9%
$5M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$160M
Total Accounts399
10Y AUM Change+$48M (+42.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
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.