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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLF, SHARLENE, RABSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, SHARLENE, RABSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHER, PHILIP, JONATHAN | I | MANAGING DIRECTOR | E | Control |
| SHER, PHILIP, JONATHAN | I | MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (3)
MA NH TX
Address
75 SECOND AVE.SUITE 605
NEEDHAM, MA 02494
United States
Phone: (617) 928-3656