THE SHER WEALTH MANAGEMENT GROUP, INC.
Legal name: THE SHER WEALTH MANAGEMENT GROUP
CRD #172369 SEC #801-131993 NEEDHAM, MA (617) 928-3656
SEC Registered
Total AUM
$129.6M
Discretionary
$129.6M
Employees
2
Clients
26
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $129.6M | $129.6M | $0 | 2 | 0 |
| Jan 2025 | $129.6M | $129.6M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees2
Clients0