Sherman Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Sherman Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Gaithersburg, MD, US

Alternative Asset Classes

-

About

Sherman Wealth Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include financial planning, investment management, asset management, wealth management, and portfolio management. The firm offers advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans.

Sherman Wealth Management - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder,Principal,Chief Compliance Officer & MemberGaithersburg, USGEN
Financial PlannerPalm Beach Gardens, USGEN

Showing 2 of 2 known decision makers Sherman Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

GoingPro

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.