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THE SHER WEALTH MANAGEMENT GROUP

NEEDHAM, MA · CRD 172369 · IAPD ↗ · sherwealth.com · (617) 928-3656

$145.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — THE SHER WEALTH MANAGEMENT GROUP (NEEDHAM, MA) is newly SEC-registered with $129.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.