SHERMAN WEALTH MANAGEMENT LLC
CRD #281093 SEC #801-131124 GAITHERSBURG, MD (240) 428-1622
SEC Registered
Total AUM
$122M
Discretionary
$112.7M
Employees
5
Clients
11
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $122M | $112.7M | $9.4M | 5 | 12 |
| Jun 2025 | $122M | $112.7M | $9.4M | 5 | 12 |
| Mar 2025 | $122M | $112.7M | $9.4M | 5 | 12 |
| Dec 2024 | $112.2M | $104M | $8.2M | 5 | 0 |
| Oct 2024 | $112.2M | $104M | $8.2M | 5 | 0 |
| Sep 2024 | $112.2M | $104M | $8.2M | 5 | 0 |
| Aug 2024 | $112.2M | $104M | $8.2M | 5 | 0 |
DateSep 2025
Total AUM$122M
Discretionary$112.7M
Non-Disc.$9.4M
Employees5
Clients12
DateJun 2025
Total AUM$122M
Discretionary$112.7M
Non-Disc.$9.4M
Employees5
Clients12
DateMar 2025
Total AUM$122M
Discretionary$112.7M
Non-Disc.$9.4M
Employees5
Clients12
DateDec 2024
Total AUM$112.2M
Discretionary$104M
Non-Disc.$8.2M
Employees5
Clients0
DateOct 2024
Total AUM$112.2M
Discretionary$104M
Non-Disc.$8.2M
Employees5
Clients0
DateSep 2024
Total AUM$112.2M
Discretionary$104M
Non-Disc.$8.2M
Employees5
Clients0
DateAug 2024
Total AUM$112.2M
Discretionary$104M
Non-Disc.$8.2M
Employees5
Clients0