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Firm profile

G.W. Sherwold Associates, Inc..

LAKE FOREST, CACRD 42186Latest ADV February 13, 2026

G.W. Sherwold Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Forest, CA.

Assets Under Management
$572M
Employees
3
Offices
--
Total Clients
424
Primary office
LAKE FOREST, CA
22994 EL TORO RD, LAKE FOREST, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOGary William Sherwold
CCOGary William Sherwold

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.9% of total clients.
Top client categories% of clientsClients
1
Individuals
97.9%
415
2
Pension Plans
2.1%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$572Mas of February 13, 2026
Discretionary25.6%
$147M
26% of total RAUM25.6%
Non-discretionary74.4%
$426M
74% of total RAUM74.4%
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$572M
Total Accounts786
10Y AUM Change+$468M (+450.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee141:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2020. Charts show the most recent available filing segment under this CRD.

* 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.