G.W. SHERWOLD ASSOCIATES, INC.
CRD #42186 SEC #801-118949 LAKE FOREST, CA 949-470-0700
SEC Registered Broker-Dealer
Total AUM
$455.4M
Discretionary
$131.7M
Employees
3
Clients
0
Accounts
689
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $455.4M | $131.7M | $323.7M | 3 | 0 |
| Feb 2025 | $455.4M | $131.7M | $323.7M | 3 | 0 |
| Apr 2024 | $376.7M | $135M | $241.7M | 3 | 0 |
| Oct 2023 | $133M | $125.8M | $7.1M | 3 | 0 |
| Mar 2023 | $133M | $125.8M | $7.1M | 3 | 0 |
| Mar 2023 | $133M | $125.8M | $7.1M | 3 | 0 |
| Aug 2022 | $155.7M | $146M | $9.6M | 3 | 0 |
| May 2022 | $155.7M | $146M | $9.6M | 3 | 0 |
| Feb 2022 | $155.7M | $146M | $9.6M | 3 | 0 |
| Feb 2021 | $134.5M | $122.8M | $11.7M | 3 | 0 |
| Jul 2020 | $103.9M | $91.9M | $12M | 3 | 0 |
| Jun 2020 | $103.9M | $91.9M | $12M | 3 | 0 |
| May 2020 | $103.9M | $91.9M | $12M | 3 | 0 |
| Apr 2012 | $57M | $52.6M | $4.4M | 1 | 300 |
| Mar 2012 | $57M | $52.6M | $4.4M | 1 | 300 |
| Feb 2012 | $57M | $52.6M | $4.4M | 1 | 300 |
| Feb 2012 | $57M | $52.6M | $4.4M | 1 | 300 |
| Mar 2011 | $54.6M | $51.1M | $3.5M | 5 | -- |
| Mar 2009 | $31.1M | $27M | $4.1M | 5 | -- |
| Mar 2007 | $49.4M | $47.9M | $1.5M | 5 | -- |
| Mar 2006 | $28.8M | $26.6M | $2.2M | 5 | -- |
| Oct 2005 | $29M | $29M | $0 | 5 | -- |
| Sep 2005 | $31M | $29M | $2M | 5 | -- |
DateApr 2025
Total AUM$455.4M
Discretionary$131.7M
Non-Disc.$323.7M
Employees3
Clients0
DateFeb 2025
Total AUM$455.4M
Discretionary$131.7M
Non-Disc.$323.7M
Employees3
Clients0
DateApr 2024
Total AUM$376.7M
Discretionary$135M
Non-Disc.$241.7M
Employees3
Clients0
DateOct 2023
Total AUM$133M
Discretionary$125.8M
Non-Disc.$7.1M
Employees3
Clients0
DateMar 2023
Total AUM$133M
Discretionary$125.8M
Non-Disc.$7.1M
Employees3
Clients0
DateMar 2023
Total AUM$133M
Discretionary$125.8M
Non-Disc.$7.1M
Employees3
Clients0
DateAug 2022
Total AUM$155.7M
Discretionary$146M
Non-Disc.$9.6M
Employees3
Clients0
DateMay 2022
Total AUM$155.7M
Discretionary$146M
Non-Disc.$9.6M
Employees3
Clients0
DateFeb 2022
Total AUM$155.7M
Discretionary$146M
Non-Disc.$9.6M
Employees3
Clients0
DateFeb 2021
Total AUM$134.5M
Discretionary$122.8M
Non-Disc.$11.7M
Employees3
Clients0
DateJul 2020
Total AUM$103.9M
Discretionary$91.9M
Non-Disc.$12M
Employees3
Clients0
DateJun 2020
Total AUM$103.9M
Discretionary$91.9M
Non-Disc.$12M
Employees3
Clients0
DateMay 2020
Total AUM$103.9M
Discretionary$91.9M
Non-Disc.$12M
Employees3
Clients0
DateApr 2012
Total AUM$57M
Discretionary$52.6M
Non-Disc.$4.4M
Employees1
Clients300
DateMar 2012
Total AUM$57M
Discretionary$52.6M
Non-Disc.$4.4M
Employees1
Clients300
DateFeb 2012
Total AUM$57M
Discretionary$52.6M
Non-Disc.$4.4M
Employees1
Clients300
DateFeb 2012
Total AUM$57M
Discretionary$52.6M
Non-Disc.$4.4M
Employees1
Clients300
DateMar 2011
Total AUM$54.6M
Discretionary$51.1M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2009
Total AUM$31.1M
Discretionary$27M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2007
Total AUM$49.4M
Discretionary$47.9M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2006
Total AUM$28.8M
Discretionary$26.6M
Non-Disc.$2.2M
Employees5
Clients--
DateOct 2005
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$31M
Discretionary$29M
Non-Disc.$2M
Employees5
Clients--