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G.W. SHERWOLD ASSOCIATES, INC.

LAKE FOREST, CA · CRD 42186 · IAPD ↗ · gwsherwold.com · 949-470-0700

$572.4MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — G.W. SHERWOLD ASSOCIATES, INC. crossed $500M in regulatory AUM ($455.4M -> $572.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
May 2024 — G.W. SHERWOLD ASSOCIATES, INC. reported RAUM up 183% ($133.0M -> $376.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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