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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
| SHERMAN, BRADLEY, L | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (7)
CA DC FL MD NY TX VA
Address
9841 WASHINGTONIAN BLVDSUITE #200
GAITHERSBURG, MD 20878
United States
Phone: (240) 428-1622