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SHERMAN WEALTH MANAGEMENT LLC

GAITHERSBURG, MD · CRD 281093 · IAPD ↗ · (240) 428-1622

$160.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — SHERMAN WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2026 — SHERMAN WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — SHERMAN WEALTH MANAGEMENT LLC reported RAUM up 31% ($122.0M -> $160.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — SHERMAN WEALTH MANAGEMENT LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
October 2024 — SHERMAN WEALTH MANAGEMENT LLC (GAITHERSBURG, MD) is newly SEC-registered with $112.2M RAUM and 3 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.